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Sharing current views and opinions showcases the thought leadership we bring to our clients.

CIP Quips

Passive Pride vs Active Vigilance

What's in the News... Market volatility and the continued rise in interest rates have advisors sticking to allocations driven by active management. 83% of US based financial advisors said they believe the current market environment is likely favorable for active portfolio management, as published by Natixis Investment Management last week. Those... Read more »

What a Nail Biter

What's in the News: The last few days have prompted many questions for investors. What happened to solid economic expansion? What happened to improved corporate earnings? What will be the effects of the Fed’s balance sheet reduction? Will the government avoid another shut down? Inflationary fears are causing a bit of panic in the capital... Read more »

Inflation Hesitation

What's in the News: You may have noticed that the yield curve has been flattening over the past few weeks, with the spread between the two-year Treasury yield and the 10-year treasury yield narrowing to a mere 56 basis points. Flattening of the curve often signals concerns about economic growth, and when the curve dips below or inverts it can... Read more »

Passive is Passive

Whats in the news: Dennis Gartman, editor and publisher of the well-respected and widely circulated industry newsletter, The Gartman Letter, recently gave an interview discussing his outlook for bonds, interest rates and what bothers him in the market. When asked whether investors should even bother owning bonds in the current market environment,... Read more »

ETFs & Fixed Income

Did you know… In recent years, fixed income ETFs have become increasingly more popular as a simple way to get exposure to the fixed income market without having to pay for the active management fee. But did you know that in bond indexes that are weighted by market capitalizations, the issuer is weighted according to their debt appetite.... Read more »

Passive Bond Strategies

What’s in the News: According to research published by Morningstar last week, “it is much harder to get good results from portfolios built with passive ETFs in the fixed-income field than it is in equities”. The study replicated actively managed fixed income funds with portfolios comprised of passive ETF funds over five years. As shown... 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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