Foyston For Thought is a podcast from Foyston, Gordon & Payne Inc. (FGP) that brings listeners inside the conversations shaping markets, portfolios, and long-term investment decisions. In each episode, members of the FGP team explore timely market developments, portfolio positioning, and the firm’s research-driven approach to investing, with insights grounded in quality, value, and disciplined fundamental analysis.
Through practical discussions and thoughtful perspectives, Foyston For Thought is designed to help listeners better understand what is happening in markets, why it matters, and how disciplined investing can help navigate uncertainty. Whether the topic is geopolitics, interest rates, asset allocation, or company fundamentals, the series reflects FGP's focus on long-term thinking.
The Energy Crisis 2026, Eight Months In: Why Markets Remain Tight and What It Means for Canada
Middle Eastern oil exports are nearly back to pre-war levels, so why isn’t the energy crisis over? In this episode, recorded on October 15, 2026, Daphne King, Principal, Client Relationship and Business Development Manager at FGP, speaks with Zeba Mirza, Vice President and Energy Analyst, about what has changed in energy markets since their June conversation. Zeba explains why oil flows have recovered faster than expected, and why the crisis isn’t over. Freight costs have soared, refining cap...
29 Jul 2026
The AI Debt Boom – How Hyperscalers are Reshaping Global Credit Markets
When nearly every institutional portfolio owns the same widely held new issues, where does outperformance actually come from? In this episode, recorded on July 27, 2026, Gabriel Lopezpineda, Head of Institutional at FGP, speaks with Cam Greenwood, Portfolio Manager, Fixed Income, about how the artificial intelligence buildout is being financed — not in the equity market, but quietly, in global bond markets. Cam explains why the hyperscalers, despite enormous cash flows and strong balance shee...
30 Jun 2026
Higher Income and Diversification All in One Niche Asset Class
Welcome to Episode 4 of Foyston For Thought. In this episode, recorded on June 29, 2026, Gabriel Lopezpineda, Head of Institutional at FGP, speaks with Ryan Domsy, Head of Fixed Income, about preferred shares, a hybrid asset class that sits between traditional stocks and bonds. Ryan explains how preferred shares work, why they may offer attractive income potential, and how they can help diversify portfolios by behaving differently than both equities and bonds. The conversation a...
11 Jun 2026
The Iran Energy Crisis 2026: Continuing the Conversation
In this episode, recorded on June 8, 2026, Daphne King, Principal, Client Relationship & Business Development Manager at FGP, speaks with Zubaida Mirza, FGP’s Energy analyst, about the ongoing energy crisis caused by the war in Iran. The discussion examines how prolonged disruption through the Strait of Hormuz is reshaping oil markets, inventories, and price expectations. Zeba explains why near-term oil prices could move higher, why long-term assumptions remain anchored in marginal supply...
25 Mar 2026
Canadian Credit Spreads: Rising Amid War, But Still Near the Floor
In Episode 2 of Foyston For Thought, recorded on March 23, 2026, Gabriel Lopezpineda FGP’s Head of Institutional, sits down with Ryan Domsy, FGP’s Head of Fixed Income, to discuss the recent increase in Canadian credit spreads and what it means for fixed income investors. Are wider credit spreads a warning sign of growing market stress, or simply a return to more normal pricing after a period of unusually tight spreads? Ryan explains what credit spreads are, why they have moved wider in recen...
19 Mar 2026
Iran Conflict, Energy Markets and Canadian Equities: How FGP Is Navigating Volatility
Welcome to Episode 1 of Foyston For Thought. In this episode, recorded on March 17, 2026, Gabriel Lopezpineda, FGP’s Head of Institutional, speaks with Zubaida Mirza, FGP’s Energy analyst, about how the conflict in Iran has unsettled global energy markets and what that may mean for investors in Canadian equities. They discuss why geopolitical shocks can move far beyond the energy sector, how higher oil and natural gas prices can affect broader equity markets, and why portfolio c...
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