David Rosenberg, chief economist and strategist at Rosenberg Research & Associates, has spent a lifetime analyzing trends and identifying future shifts in the global economy and financial markets.
But even the celebrated economist is a little confounded by the scale and nature of the current global economic crisis and acknowledges it’s hard for many investors to chart a clear path forward.
“In a world where Greek bonds trade at a discount to treasuries, in a world when central banks are buying junk bonds, I don’t even know how you can even talk about an appropriate asset mix,” he said during an hour-long conversation with Anthony Vaccaro, group publisher of The Northern Miner, at the Global Mining Symposium.
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