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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

As U.S. yields have risen, active management has been key. (Editor’s note: This podcast was taped prior to the latest U.S. Federal Reserve announcement. See the story for additional information and comments.) (Runtime: 2 min, 40 sec; size: 2.20 MB)

Funds:
Renaissance U.S. Dollar Corporate Bond Fund
Renaissance U.S. Dollar Diversified Income Fund
Related Article

U.S. stocks could dip as rates, inflation and deficits continue to rise.

Funds:
Renaissance Flexible Yield Fund
Related Article

As interest rates and yields rise, manage exposure appropriately.

Funds:
Renaissance Flexible Yield Fund
Related Article

How short-term and long-term interest rates are affecting the real asset space

Funds:
Renaissance Real Assets Private Pool
Related Article

Some U.S. economic data is supportive of rising inflation, but economic slack suggests otherwise.

  • Featuring: Robert Abad
  • April 5, 2018 September 6, 2018
  • 00:00
Funds:
Renaissance Multi-Sector Fixed Income Private Pool
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