Dedicated to producing world leading macro and market insights
In baseball parlance, we prefer to play the middle innings of the ball game. Never too early and never too late, bunting for singles rather than swinging for the fences. At our core, we aim to keep our clients out of trouble and help them generate risk-adjusted returns. It’s not that we fear risk — we simply appreciate that risk can often be mispriced and misunderstood at the expense of future return potential.
We can’t control the markets and, being human, our calls at times will be out of sync with market pricing. But client service is one thing we can control in full, and we take the utmost pride in it. That is why our clients have access to our team 24/7 with questions, queries, critiques, and advice. Our hands-on approach with our clients helps them dig deeper into the published analysis, and on our end, helps us become sharper and better.
By nature, we are nonconventional, out-of-consensus thinkers. Our clients derive value from our unique ability to explore opportunities that others are missing, and our commitment to connecting the dots between the ‘macro’ and the ‘markets’. It is in this sense that we consider ourselves economic detectives, implementing our multiple decades-worth of experience to help prevent you from blindly following the herd.
Our client base spans 40+ countries globally and is unified by one central goal — to make money in prudent fashion. It is this desire that shapes our approach, which is focused on diversifying across all asset classes, equity sectors, and geographies. In keeping with our emphasis on diversification, we service all investor types, from the individual to the investment professional.
In baseball parlance, we prefer to play the middle innings of the ball game. Never too early and never too late, bunting for singles rather than swinging for the fences. At our core, we aim to keep our clients out of trouble and help them generate risk-adjusted returns. It’s not that we fear risk — we simply appreciate that risk can often be mispriced and misunderstood at the expense of future return potential.
We can’t control the markets and, being human, our calls at times will be out of sync with market pricing. But client service is one thing we can control in full, and we take the utmost pride in it. That is why our clients have access to our team 24/7 with questions, queries, critiques, and advice. Our hands-on approach with our clients helps them dig deeper into the published analysis, and on our end, helps us become sharper and better at what we do.
By nature, we are nonconventional, out-of-consensus thinkers. Our clients derive value from our unique ability to explore opportunities that others are missing, and our commitment to connecting the dots between the ‘macro’ and the ‘markets’. It is in this sense that we consider ourselves economic detectives, implementing our multiple decades-worth of experience to help prevent you from blindly following the herd.
Our client base spans 40+ countries globally and is unified by one central goal — to make money in prudent fashion. It is this desire that shapes our approach, which is focused on diversifying across all asset classes, equity sectors, and geographies. In keeping with our emphasis on diversification, we service all investor types, from the individual to the investment professional.
“David Rosenberg is one of the world’s most experienced and meticulous observers of global financial markets. If anyone is going to spot the next crisis before it engulfs us, it will be ‘Rosie,’ who has an uncanny sixth sense especially when it comes to reading the U.S. economy."
David Rosenberg’s work excels in breadth, depth, objectivity and usefulness. He incorporates the messages of market movements into a solid academic framework to formulate concrete, actionable investment advice. A succinct description of the value of his work was given by Dave himself “What investors need most….is a detective, not a cheerleader.” Rosie fills that void.
David Rosenberg’s greatest attribute is not his mind, as formidable a piece of analytical equipment as it is. Nor is it his superlative forecasting record, as enviable as that is. His greatest attribute is rather his heart. He forms his views without fear and without favor, and he is unshakable when he thinks he’s found the truth, which he so often does.
In a business where most economists work backwards from the conclusion they believe will be most well-received, David isn’t afraid to say what he believes. A beacon of intellectual integrity, his conclusions are based purely on his analysis of the data — an analysis, which after years of experience, is second to none..
Dave Rosenberg is one of the best observers and analysts of the economic and investment scenes. His daily reports contain a wealth of information on the U.S., Canadian and foreign economics, including important but often overlooked developments. His unbiased perspective is especially important to investors today
David’s research is a must-read for me every morning. His willingness to take a contrarian view, always backed up with hard data, is valuable for anyone interested in seeing around corners.
Our basic, Macro-focused package, built around David Rosenberg’s daily Early Morning with Dave. Targeted to investors of all levels that are looking to cut through the noise.
For investors that are focused on Asset Allocation and Risk Management, this package provides access to the monthly Strategizer report and weekly Market Insights.
Focus on big-picture trends with Dave and our team’s thematic analysis and data commentaries — all included in our flagship daily, Breakfast with Dave, and periodic Special Reports.
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Includes our chart of the week, preview of our week’s top publications and what to look for in the week ahead.
Client First Approach
Beyond Consensus![](https://www.rosenbergresearch.com/wp-content/uploads/2025/04/Pie-Chart-2.svg")
Diversification
