Episode 14 – Why Ukraine invasion is a litmus test for new investment leadership

It’s been a busy time for Forstrong Global Asset Management. As a macro investor, its team has been intensely analyzing the impact of Russia’s war on Ukraine, while on a business level the firm recently closed the acquisition of Shaunessy Investment Counsel.

After the deal was announced, Tyler Mordy agreed to speak to WP, providing insight into why he believes the acquisition will benefit advisor clients and lifting the lid on how a deal like this comes to fruition.

In addition, he gave his take on the situation in Ukraine, how it affects markets, and what investors should be mindful of when positioning portfolios.

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