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41 insights found

Planet

13 November 2019

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could impact their investment portfolios. In addition to obvious financial conc ...

Rosenberg equities

23 October 2019

Perspectives Global Equities - Q3 2019

Markets were given a boost early in the quarter when the US Federal Reserve (the Fed) cut interest rates and central banks globally maintained supportive monetary policies.

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.

Planet

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.

People

20 March 2019

Mind the gap: Digging into the diversity data challenge

The world has never had access to more information. But it seems the more data we have, the clearer the gaps get.

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.