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

CIP Quips

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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