David Kletz, CFA, is Vice President & Portfolio Manager at Forstrong Global Asset Management.

David carries out a broad range of research and analysis for Forstrong’s Investment Committee while providing specialized expertise in emerging markets equities, opportunity assets and currencies. He also oversees the firm’s investment process and the implementation of all strategies.

Prior to joining Forstrong Global in March 2014, David gained diverse industry experience managing proprietary portfolios and providing analytical support to the research and investment banking departments for a large broker-dealer. David holds a Bachelor of Management and Organizational Studies degree from the University of Western Ontario. He is also a CFA® charterholder.

Articles

Don’t miss the feedback loops!

By David Kletz (Published on 04-21-2026)

Japan’s reflationary momentum

By David Kletz (Published on 03-18-2026)

Investment implications of global trade upheaval

By David Kletz (Published on 02-05-2026)

Dollar weakness catches investors off guard

By David Kletz (Published on 12-02-2025)

Not as scary as it looks

By David Kletz (Published on 11-04-2025)

The U.S. pull on global financial tides

By David Kletz (Published on 10-06-2025)

Tech boom still driving growth

By David Kletz (Published on 09-04-2025)

Macro migraine

By David Kletz (Published on 07-09-2025)

Europe rising

By David Kletz (Published on 06-11-2025)

Bond market hands Trump administration the dunce cap

By David Kletz (Published on 05-02-2025)

Breaking trendlines

By David Kletz (Published on 04-01-2025)

The revenge of non-tech

By David Kletz (Published on 10-16-2024)

Fed signals rate cuts

By David Kletz (Published on 09-12-2024)

Candidates blow hot air, markets get volatile

By David Kletz (Published on 08-22-2024)

Positioning for a changing world economy

By David Kletz (Published on 07-17-2024)

Battling investor groupthink in 2024

By David Kletz (Published on 12-15-2023)

The pressure on U.S. Treasury bonds

By David Kletz (Published on 11-15-2023)

Latin America’s metals mining resurgence

By David Kletz (Published on 08-01-2023)

New challenges for the old continent

By David Kletz (Published on 10-05-2022)

Oil in retreat

By David Kletz (Published on 09-08-2021)

Legends of oil’s fall

By David Kletz (Published on 09-01-2021)

Long bonds vulnerable to reversal

By David Kletz (Published on 06-17-2019)