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Paul Roukis, CFA Managing Director, at Rothschild, is a member of Rothschild’s Large-Cap team and is responsible for the analytical coverage of the financial services, real estate, and utilities sectors. In addition, he is a portfolio manager on the firm’s U.S. Large-Cap Value strategy and serves as the lead for that strategy’s socially responsible accounts. He is also a member of the firm’s Quantitative Committee. Paul has been with Rothschild Asset Management since 2005 and in the industry since 1992. Prior to joining the firm, Paul was a research analyst for more than 12 years with Sidoti & Company, Schroders, NatWest Securities and Value Line. Mr. Roukis earned a BBA from Hofstra University.
U.S. equities manager shares his outlook.
Profits will have to play a larger role.
It may be a more volatile year for U.S. equities.
Why companies are exceeding expectations
Why long-term investors should pay attention
After a dramatic few months, stocks may be more fairly valued. (Runtime: 7 min, 02 sec; size: 6.64 MB) Related article Text transcript Paul Roukis, portfolio manager of the large cap value strategy at Rothschild. So the question always comes about, about valuation, and are stocks overpriced or underpriced at these levels. At this point […]
Reasons stocks are falling, and why they could rise. (Runtime: 6 min, 11 sec; size: 6.02 MB) Related article Text transcript Paul Roukis, portfolio manager of the large cap value strategy at Rothschild. The catalysts for further downside in U.S. equities change by the day, or some may call it the headline of the day. […]
Two stock stories that illustrate where there are risks and opportunities. (Editor’s Note: This podcast was taped prior to the early-February market correction. Please see the story for updated comments.)
There are also some macroeconomic factors to monitor.
Three factors that are driving U.S. corporate earnings trends.