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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

And Yet Yields Aren’t Higher

At this point, the Federal Reserve’s December increase of the Federal Funds Rate has left limited traces of any action whatsoever. Yields are in fact lower. 2016 started off on a less than auspicious note, and the world seems... Read more »

Is Recession the Right Question?

Based upon research we follow as well as our general market observations over the past several days, we believe many securities and commodities appear to be priced as if it is more likely than not that the U.S. is entering a... Read more »

Battening Down the Hatches

For the last two years we have called out a slowing China as a key risk to the global capital markets, given its size and connections to the other major global economies. Recent events have once again brought this risk to the... Read more »

Mixed Global Monetary Policy Measures in the Fourth Quarter

Market Overview After several years of holding interest rates near zero, the Federal Reserve commenced liftoff with a 25 basis point rate hike during its December meeting. We continue to believe that an increase in rates from... 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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