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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

February 27, 2013: Thoughts on the Sequester

Thoughts from Our Domestic Equity Team As we approach the end of February it is becoming increasingly likely that the federal spending cuts commonly known as the sequester will go into effect as scheduled on March 1st. Media... Read more »

February 20, 2013: Climate Shift

Thoughts from Our Domestic Equity Team The National Climate Assessment and Development Advisory Committee (NCADAC) recently published a draft climate assessment report, engaging over 240 authors in its creation. Their conclusion... Read more »

February 1, 2013: Contracting Correlations

Thoughts from Our Domestic Equity Team Equity correlations are falling considerably as investors shift their attention from broad macro events to company-specific fundamentals. We find this to be encouraging for a couple of... Read more »


The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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