Where David Rosenberg Thinks You Should Invest In 2015


Where David Rosenberg thinks you should invest in 2015

U.S. equities may be expensive, but David Rosenberg thinks they still look attractive relative to treasuries and bond yields. The chief economist and strategist at Gluskin Sheff + Associates reminded clients that everything is priced off the bond curve, so if stocks are expensive, it’s only because the treasury market is “massively richly priced as the…

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Exodus Point Outperforms As Rates Trading Profits Jump [Exclusive]

Value Bin Default RatesMichael Gelband’s Exodus Point launched in 2018 with $8.5 billion in assets. Expectations were high that the former Millennium Management executive would be able to take the skills he had learned at Izzy Englander’s hedge fund and replicate its performance, after a decade of running its fixed income business. The fund looks to be proving Read More

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