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Rosenberg equities

22 July 2019

Global Factor Views

The global economy continues to deliver modest growth on the back of a resilient US. Elsewhere, macroeconomic data has been disappointing, with the Eurozone, UK and China all showing signs of weaknes ...

Rosenberg equities

09 July 2019

Diversity in Earnings Calls

In this note we analyse quarterly earnings calls for evidence of commitment to and progress in creating diversity.

Responsible investment

14 June 2019

Coal phase out: The investment case

Coal has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. Right now, it remains an important part of the energy mix, fuelling base-load power stations across ...

Rosenberg equities

12 June 2019

Go against the flow

Investing in lower volatility stocks can help preserve wealth in falling markets; we believe it can be an important allocation to have, and particularly relevant for investors with one eye on the end ...

Rosenberg equities

29 April 2019

Perspectives Global Equities - Q1 2019

The start of the year saw most major indices recover with double digit growth after a disappointing fourth quarter of 2018.

Rosenberg equities

20 March 2019

Why earnings matter

Rosenberg Equities’ core investment belief is that earnings matter. Why? Because we believe that future earnings and fundamentals ultimately drive share prices.

Rosenberg equities

08 February 2019

Global Factor views 2019

We believe that global macroeconomic growth will modestly decelerate in 2019.

Rosenberg equities

24 January 2019

Perspectives Global Equities

Global equities posted sharp declines in the final quarter of the year, falling by 13.3% in US dollar terms as measured by the MSCI World index.

Rosenberg equities

18 December 2018

Word of the Year

As we continue to develop our NLP stock-picking models, we have also been looking at the most recent changes in US companies’ quarterly results calls transcripts.