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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

Challenging Income Environment Continues in First Quarter

Market Overview US investment grade credit markets settled into tight trading ranges over the first quarter of 2017. Despite the Federal Open Market Committee’s (FOMC) official announcement increasing its short-term interest... Read more »

A Positive Start to the Year

Market Overview Promising economic data and an improving corporate earnings backdrop helped to boost equities during the first quarter. Stocks began the year on a strong note, with the S&P 500 returning over 5% for the... Read more »

Is the “Trump Trade” Over?

As of March 22, the S&P 500 has returned about 10% since the November 2016 election. Some observers have suggested that the market rally was largely based on the anticipation of specific legislation, most notably a corporate... Read more »

An Increase As Expected… But With Three Unusual Elements

As expected almost universally, the Federal Reserve Open Market Committee (FOMC) raised the Federal Funds Rate by 25 basis points on March 15, leaving the “target range” for the key rate between 0.75% and 1%. This is their... Read more »

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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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