Richard Bernstein & David Rosenberg via Redwood Asset Management

On October 30, 2014 Redwood Asset hosted a luncheon for investment advisors in Toronto.  Providing their outlooks were two of the industry’s most well-respected strategists, Richard Bernstein and David Rosenberg.

Richard Bernstein and his firm Richard Bernstein Advisors are the lead portfolio manager of the Redwood Global Equity Strategy Class

The lunch has been broken out into segments below:

  1. Opening Remarks
  2. Richard Bernstein Presentation
  3. David Rosenberg Presentation
  4. Question: What are your key indicators?
  5. Question: What are the side effects of the size of the Fed’s balance sheet?
  6. Question: Outlook for oil?
  7. Question: Views on the improving U.S. economy?
  8. Question: What changes  have you seen in the indicators you use and their effectiveness?
  9. Question: What are the biggest mistakes investors make?
  10. Question: Thoughts on gold?
  11. Question: Thoughts on profit margins?
  12. Question: What major sector themes are you seeing?

1. Opening Remarks by Peter Shippen (2:15)

2. Richard Bernstein Presentation (11:39)

3. David Rosenberg Presentation (14:34)

4. Question: What are your key indicators? (5.06)

5. Question: What are the side effects of the size of the Fed’s balance sheet? (6:54)

6. Question: Outlook for oil? (5:47)

7. Question: Views on the improving U.S. economy? (3:58)

8. Question: What changes have you seen in the indicators you use and their effectiveness? (9:31)

9. Question: What are the biggest mistakes investors make? (5:30)

10. Question: Thoughts on gold? (3:09)

11. Question: Thoughts on profit margins? (3:33)

12. Question: What major sector themes are you seeing? (7:30)

For more information on the Redwood Global Equity Strategy Class, please contact the Redwood Sales Team.