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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

Is the “Return to Normal” a Sisyphean Endeavor?

Market Overview So far this year, U.S. credit markets have been characterized by an unusual mixture of generally accepted expectations for things to come, followed by non-events. As a result, we have seen sporadic yet fairly... Read more »

Uncertainty Unnerves Investors in the Third Quarter

Market Overview The market had a challenging third quarter, with the S&P 500 falling by over 6%. In our view, turbulence out of China and an uncertain monetary and political environment in the U.S. rattled investors. While we... 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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