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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

October 18, 2013: Current Market Musings

Thoughts from our Domestic Equity Team The deal reached to reopen the government and temporarily raise the debt ceiling removes a key risk factor which could have caused dislocations throughout global capital markets. Though the... Read more »

October 9, 2013: Spinoffs, Restructurings, and Activism

Thoughts from our Domestic Equity Team An increasing number of companies are currently involved in or considering corporate spinoffs of a part of their operations. While there are numerous methods to achieve a separation of... Read more »

October 7, 2013: U.S. Default and Investing in U.S. Treasuries

Thoughts from our Domestic Equity and Fixed Income Teams In August 2011, the U.S. sovereign debt rating was downgraded to AA by Standard and Poor’s and the debt ceiling was raised on the very day that the U.S. Treasury... Read more »

October 1, 2013: The Federal Government Shutdown

Thoughts from our Domestic Equity Team Today the Federal government has shuttered due to the inability of Congress to agree on a spending bill. By itself, we do not view this as being a significant issue. In fact, there have been... 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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