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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

Oil Spillover: The Impact of Lower Crude Prices is this Market’s Great Debate

After reaching a new high on 12/5/14, the equity market declined 5% through 12/16/14. As oil prices continued to decline, investors became concerned about potential spillover effects, which include disinflation in developed... Read more »

Divergent Paths for the U.S. and International Markets

Market Overview Stocks had a very strong November, as the S&P 500 returned 2.7% for the month. In our view, global policy actions helped drive these gains. It appears more likely that the European Central Bank (ECB) will... 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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