ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Forstrong Global Thinking - A Phased Pandexit"
Episode Synopsis
Viewing the globe, we note a very unusual situation — most likely attributable to the post-Covid rebound. For the first time on record, developed nations have been growing faster than global GDP growth. And global growth is currently faster than that of emerging countries. This must resolve itself in one way or another. What will be the likely outcome? Rob Duncan speaks with Forstrong Portfolio Manager, David Kletz, to discuss their recent rebalance and whether or not the reflationary trade still has room to run.
More episodes of the podcast Global Thinking
Wired for Growth or Blown Fuse?
26/09/2025
Flooding The Zone
19/08/2025
Elbows Up – Time to Pivot and Rebalance
06/05/2025
In God we trust