{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Don\u2019t Stop Believin\u2019: Why Global Markets Still Have Room to Run","description":"In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since \u201cLiberation Day,\u201d momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance. &amp;nbsp; While U.S. equities have staged a recovery, they face mounting challenges \u2014 weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive valuations, capital inflows, and central banks that appear poised to maintain accommodative policies. &amp;nbsp; The discussion also highlights recent developments in Japan, where corporate reforms and currency dynamics are shaping investment opportunities, and the ASEAN summit, where U.S.\u2013China engagement has helped ease trade tensions. Together, these global factors could lay the groundwork for a year-end \u201cSanta Claus rally\u201d and signal a more durable rotation toward global equities. &amp;nbsp; It\u2019s a timely, data-driven look at how government policy, geopolitics, and investor psychology are shifting the investment landscape \u2014 and where the next leg of leadership may emerge. &amp;nbsp; Chapters: 01:05 Introduction and Welcome 03:26 Investment Summary: A Tale of Two Years 05:20 Government Shut Down and Patchy Data 09:00 OpenAI Tour of Asia Powering Returns 10:01 ASEAN Summit Highlights 16:03 Interest Rate Cuts and Expectations 17:58 Why Japan is Setting New Record Highs 24:33 Investment Implications and Allocations 28:25 US Financials Outlook &amp;nbsp; Disclosures: https:\/\/forstrong.com\/disclosures\/ &amp;nbsp;&amp;nbsp; Global Thinking Podcast Series - https:\/\/forstrong.com\/podcast\/ &amp;nbsp;&amp;nbsp; Global Thinking Insights - https:\/\/forstrong.com\/insights\/ &amp;nbsp;&amp;nbsp; Who is Forstrong Global - https:\/\/forstrong.com\/who-we-are\/ &amp;nbsp;&amp;nbsp; Ask Forstrong - https:\/\/forstrong.com\/category\/ask-forstrong\/ &amp;nbsp;&amp;nbsp; Invest With Us - https:\/\/forstrong.com\/invest-with-us\/ &amp;nbsp; &amp;nbsp; Thank for you listening, please considering leaving a review and subscribing for future episodes. &amp;nbsp; For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com &amp;nbsp; &amp;nbsp; ","author_name":"Global Thinking","author_url":"http:\/\/forstrong.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38941725\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/195199800"}