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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
by Howard Marks, David Rosenberg of Oaktree Capital Management, 6/28/23

Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
by Howard Marks and David Rosenberg, 6/27/23

Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.

A Q&A With David Rosenberg: The Road Ahead For Investors
by David Rosenberg and Robert Huebscher of AP Thought Leader Summit 2020, 10/6/20

With the U.S. election nearing and economies around the world still grappling with the effects of the pandemic, investors need to weigh the latest developments carefully. Join David Rosenberg, one of the world’s best-known economists and investment strategists, for a Q&A with AP CEO Robert Huebscher in a far-reaching discussion on the markets, economics and politics. CFP and IWI CE credits pending.

Three Takeaways from the Fed
by David Rosenberg, 12/18/12
The equity market likes the prospect of more money printing and the Fed's more forceful efforts to reflate the economy, and stocks are a far better inflation hedge than bonds.

Shared Sacrifice
by David Rosenberg, 12/11/12
Now that everyone is focused like a laser beam on Fiscal Armageddon, it may be more appropriate to look at what is happening on Main Street rather than Washington. Looking ahead, it is going to be more about the economy, and taking it a step further, at times like these, it is important to understand where the real economic power resides, and this is with the people.

The Big Picture
by David Rosenberg, 12/4/12
Our crystal ball says to stick with what works in an uncertain financial and economic climate - in other words, maintain a defensive and income-oriented investment strategy.

Ten (Near?) Certainties to Invest Around
by David Rosenberg, 11/27/12
The ten key trends that should guide your investment decisions.

David Rosenberg on Obama's Victory
by David Rosenberg, 11/13/12
The election is behind us. The Fed has spent its last bullet. We are at an inflection point of the earnings and sales cycle. The fiscal cliff, the Chinese political transition and the spread of the euro zone recession to the north lie ahead.

David Rosenberg on Hurricane Sandy: Missing the Boat
by David Rosenberg, 11/6/12
As I read and digest reports estimating the damage from the devastating storm, I sense that there are far too many economists who are relying too heavily on past major hurricanes as they draw their conclusions from the current experience with Sandy.
9 results found.