David Rosenberg: A change is gonna come: Why the TINA trade is losing its mojo
Its time to get more defensive both within the equity market and across the asset classes
David Rosenberg
Everywhere we look there are signals of change occurring underneath the hood of the market.Photo by Regis Duvignau/Reuters files
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By David Rosenberg and Brendan Livingstone
One of the common criticisms we hear of our cautious view on equities is the there is no alternative (TINA) argument. The thinking goes that, given the low level of interest rates globally, investors will…
