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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)
A rundown of sectors to watch in the U.S.
U.S. stocks could dip as rates, inflation and deficits continue to rise.
As interest rates and yields rise, manage exposure appropriately.
How short-term and long-term interest rates are affecting the real asset space
Some U.S. economic data is supportive of rising inflation, but economic slack suggests otherwise.
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.)