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Underlying data should keep the central bank on the sidelines for most of this year.

  • Featuring: Robert Abad
  • March 11, 2019 March 14, 2019
  • 16:00
Funds:
Renaissance Multi-Sector Fixed Income Private Pool
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Looking beyond geopolitical headlines to evaluate companies.

  • Featuring: Peter Hardy
  • February 11, 2019 February 13, 2019
  • 16:00
Funds:
Renaissance U.S. Equity Income Fund
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Where to look for value as stocks rebound.

  • Featuring: Peter Hardy
  • February 4, 2019 February 7, 2019
  • 16:00
Funds:
Renaissance U.S. Equity Income Fund
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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 […]

  • Featuring: Paul Roukis
  • January 14, 2019 January 21, 2019
  • 16:00
Funds:
Renaissance U.S. Equity Value Fund
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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
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U.S. stocks could dip as rates, inflation and deficits continue to rise.

Funds:
Renaissance Flexible Yield Fund
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As interest rates and yields rise, manage exposure appropriately.

Funds:
Renaissance Flexible Yield Fund
Related Article