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Will Amazon Kill All Retail?
by Charlie Dreifus of The Royce Funds, 10/31/17

Portfolio Manager Charlie Dreifus looks at the impact of e-commerce and how it’s affected his investments in small-cap retailers.

What Does a Post-Trump Market Mean for Investors?
by Charlie Dreifus of The Royce Funds, 11/16/16

Portfolio Manager Charlie Dreifus on the market's enthusiastic response to Trump's election and what to watch for going forward.

Is The Fed Out of Options?
by Charlie Dreifus of The Royce Funds, 10/27/16

Portfolio Manager Charlie Dreifus explains the Fed's conundrum, why there's too much hesitation in the market and economy, and the challenges to subsequent growth.

Investors: Mind the Gap in GAAP
by Charlie Dreifus, Steven McBoyle of The Royce Funds, 6/24/16
The increased use of non-GAAP practices is a worrisome trend that occludes transparency and can have a meaningful effect on stock prices. Portfolio Managers Charlie Dreifus and Steven McBoyle explain why.

The Economy's Journey into Uncharted Waters
by Charlie Dreifus of The Royce Funds, 5/27/16
With negative yields and financial experimentation ongoing and the world still dependent on monetary stimulus, Portfolio Manager Charlie Dreifus sees high-quality, inexpensive, and dividend-growing businesses as the best choice in a still challenging environment.

On the Road to Normal
by Charlie Dreifus of The Royce Funds, 5/19/15
While conflicting signs of economic strength are, for the time being, stalling a rise in rates, Portfolio Manager Charlie Dreifus continues to believe that active stock picking remains an attractive approach in the current environment.

Margin Levels Look Safe Despite Tepid Economic Growth
by Charlie Dreifus of The Royce Funds, 4/7/15
Portfolio Manager Charlie Dreifus comments on the Fed's March statements and the first quarter's economic lull, discusses why dividend-paying stocks remain an attractive investment option, and makes a case for risk management in the current climate.

Will Active Stock Picking Be More Relevant in 2015?
by Charlie Dreifus of The Royce Funds, 1/8/15
While active managers continued to struggle in 2014, we remain confident in our approach, which emphasizes discipline, patience, and absolute results. Portfolio Manager and Principal Charlie Dreifus discusses the performance of his small-cap portfolio, what sectors and industries he found most interesting at the end of 2014, conditions in place that may lead to a more robust M&A market in 2015, the state of the U.S. economy, and why he believes the value of active stock picking will increase in importance.

How In-Depth Accounting Analysis Helps Find Good Investments
by Charlie Dreifus and Dave Gruber of The Royce Funds, 10/30/14
Principal Dave Gruber talks with Portfolio Manager Charlie Dreifus about his 40+ year investment process and the importance of Abe Briloff's tutelage on his discipline.

Why Large-Caps Looked Attractive to This Small-Cap Portfolio Manager
by Charlie Dreifus and Dave Gruber of The Royce Funds, 9/26/14
For Portfolio Manager and Principal Charlie Dreifus, combining a business-buyer's mentality with accounting cynicism can help reveal stock-price disparities.

Current Opportunities in Consumer Discretionary
by Charlie Dreifus of The Royce Funds, 8/22/14
Poor holiday sales in 2013 and harsh winter weather have taken their toll on many Consumer Discretionary names so far in 2014. Portfolio Manager Charlie Dreifus tells Principal Dave Gruber why he's still attracted to the retail industry.

Current Economic Conditions May Push Valuations Higher
by Charlie Dreifus of The Royce Funds, 8/12/14
Portfolio Manager Charlie Dreifus talks with Principal Dave Gruber about the current economy and the possibility of higher equity valuations.

Equities Remain Resilient in Current Environment
by Charlie Dreifus of The Royce Funds, 7/17/14
While there was a brief shift towards higher quality from April through mid-May, low quality reasserted itself in June to mark a fairly mutedand mixedsecond-quarter performance for small-caps. Forty-plus-year industry veteran Charlie Dreifus discusses the market's behavior during this period, as well as the U.S. economy and stock market.

Will a Rise in Rates See a More Lasting Shift to Quality?
by Charlie Dreifus of The Royce Funds, 4/29/14
Late March saw signs of a re-emergence and shift back to the kind of quality names that we like. Portfolio Manager and Principal Charlie Dreifus discusses the recent Fed policies and their effects on the market, his outlook on the U.S. and global economy, current valuations, small-cap quality, and more.

The U.S. an Oasis in a Global Sea of Problems
by Charlie Dreifus of The Royce Funds, 2/19/14
Despite the ongoing political and economic uncertainty in the emerging markets and a slow start for stocks in 2014, Portfolio Manager and Principal Charlie Dreifus believes the U.S. economy is in good shape going forward.

Despite Uncertainty, the Market Still Looks Strong
by Charlie Dreifus of The Royce Funds, 10/18/13
Although it was an ugly battle, on Thursday morning October 17 President Obama signed a bill that reopened the government into January 2014 and raised the debt ceiling until early February of next year.

What Does an Improving Economy Mean for Stocks and Bonds?
by Charlie Dreifus of The Royce Funds, 8/23/13
With the economy improving, inflation tame, and a Federal Reserve meeting approaching in September, Portfolio Manager and Principal Charlie Dreifus believes that small-caps remain an attractive option within the equities market.

What Will Drive the Market?
by Charlie Dreifus of The Royce Funds, 3/28/13
The sequester adds to the economic headwinds caused by ending the payroll tax holiday and the boost in tax rates. However, even with the sequester, total federal government outlays will rise this fiscal year. Finally, after more than a month of daily increases for a gallon of unleaded gasoline, prices are now declining. This has been of concern as rising oil and gasoline prices were yet another headwind facing the U.S. economy. (Oil prices have also declined.)

M&A and Dividends Likely Drivers of the Market
by Charlie Dreifus of The Royce Funds, 3/18/13
The sequester adds to the economic headwinds caused by ending the payroll tax holiday and the boost in tax rates. However, even with the sequester, total federal government outlays will rise this fiscal year. Finally, after more than a month of daily increases for a gallon of unleaded gasoline, prices are now declining. This has been of concern as rising oil and gasoline prices were yet another headwind facing the U.S. economy. (Oil prices have also declined.)

Charlie Dreifus on the Global Economy and Its Impact on Stocks
by Charlie Dreifus of The Royce Funds, 9/17/12
Portfolio Manager Charlie Dreifus examines the data from Europe, China, and the U.S. and discusses how it may affect domestic stock prices.
20 results found.