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Company: Rothschild Asset Management

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wall street, new york city

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 […]

  • Featuring: Paul Roukis
  • January 14, 2019 January 14, 2019
  • 16:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

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. […]

  • Featuring: Paul Roukis
  • January 7, 2019 January 10, 2019
  • 16:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

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.)

  • Featuring: Paul Roukis
  • March 1, 2018 September 3, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

There are also some macroeconomic factors to monitor.

  • Featuring: Paul Roukis
  • February 22, 2018 September 3, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

Three factors that are driving U.S. corporate earnings trends.

  • Featuring: Paul Roukis
  • February 15, 2018 September 3, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

This portfolio manager gives two examples of companies he's trimmed.

  • Featuring: Paul Roukis
  • June 8, 2017 September 10, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

Look for key indicators revealed by companies' stories.

  • Featuring: Paul Roukis
  • June 1, 2017 September 10, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article

Corporate earnings trends are constructive for the remainder of 2017 and into 2018.

  • Featuring: Paul Roukis
  • May 11, 2017 September 10, 2018
  • 00:00
Funds:
Renaissance U.S. Equity Value Fund
Related Article