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Jubilate for Rising Rates

Did you know... Generally speaking, when interest rates rise, bond prices decrease. For total return investors this may not be ideal, but as income investors we think it’s time to get excited about rising interest rates. Coupon income is a significant contributor to bond returns. During the periods of (I) November 1986 to March 1989, (II)... 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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