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Escalating drug costs have impacted the sector.
Interest rate risk is no longer a concern.
Earnings growth could continue despite a slowing economy
Underlying data should keep the central bank on the sidelines for most of this year.
Looking beyond geopolitical headlines to evaluate companies.
Where to look for value as stocks rebound.
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. […]
What to watch in the year ahead.
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)