Doubling Down on Declining Yields

Published on
October 19th, 2019
Duration
39 minutes


Doubling Down on Declining Yields

Investment Ideas ·
Featuring David Rosenberg

Published on: October 19th, 2019 • Duration: 39 minutes

David Rosenberg, chief economist at Glushkin Sheff & Associates, sits down with Real Vision's Ed Harrsion to discuss his investment thesis for today's turbulent times. He sees interest rates continuing to decline as central banks scramble to prop-up a lofty equity market to avoid a deflationary spiral. Rosenberg expands on his bullish play on long-term Treasurys and suggests that investors "buy what is scarce" — in this case, counter-cyclical stocks, high-quality long-term bonds, and gold. Rosenberg also touches on political risk, demographic change, and wealth inequality. Filmed on October 4, 2019 in Toronto.

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