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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

Steady as She Goes

Market Overview Perhaps at odds with the Federal Reserve Board’s current guidance, U.S. credit markets have remained, in their own ways, extraordinarily calm in the face of approaching policy changes. In the first quarter, the... Read more »

5 Characteristics to Keep in Mind When Seeking Income

An increasing number of bond buyers rely on their fixed income portfolios primarily for generating a consistent stream of high and reliable income. For these investors, the goal is to maximize annual cash flows while preserving... Read more »

We Are All Data Dependent Now

The Federal Open Market Committee (FOMC) is no longer “patient”, but they have not become impatient either. For over six years, the target Federal Funds Rate has been zero bound, a level the FOMC has acknowledged as overly... Read more »

Central Banks Continue to Drive Markets in First Quarter

Market Overview In recent years central bankers have played starring roles in the capital markets, and our view is that things were no different during the first quarter. The ECB launched its long awaited quantitative easing... 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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