Investors grapple with uncertainty despite upward earnings revisions.
Economic momentum would support market upside.
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.