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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

The Aftermath of Brexit

It has been nearly a week since the historic vote by the British to leave the EU, and after two days of intense selling pressure on stocks globally, as well as a historic drop in the pound’s value, equity markets have rebounded... Read more »

A Surprise Brexit

As of the close on Friday, June 24th the S&P 500 index was down about -3.6%. The market was up about 1.3% yesterday, so we're giving back that gain and are down about another 2.3% on top of it. We do not believe this is a... Read more »

Shifting Sands

As the first half of 2016 draws to a close, investors are assessing the odds for economic growth to rebound from the first quarter’s surprisingly weak GDP report. We have seen a variety of forecasts which indicate that the... Read more »

Shifting Fed Expectations Move Markets in May

Market Overview Entering May, market expectations were quite low regarding the potential for a near-term interest rate hike. Following the release of the minutes from the Federal Reserve’s April meeting however, investor... Read more »

The Fed’s Most Dovish Member

As recently as December, the Federal Open Market Committee (FOMC) seemed to be on track for reaching four upticks in the federal funds rate in 2016. By January, amidst a stock market slump, the FOMC was already thinking better of... Read more »

Finding Value

During the first quarter of 2016, we began purchasing shares of companies which we believe to be undervalued relative to their own historical valuation range as well as to the overall market. In March we published a blog on this... 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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