Richard Bernstein & David Rosenberg – Redwood Conference [VIDEO]

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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

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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.

 

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