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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

Market’s Optimism Prevails in the Fourth Quarter

Market Overview Markets took their cues from the U.S. presidential election during the fourth quarter. Likely surprised by the outcome, investors added to cyclical holdings while paring back on income-oriented securities. While... Read more »

Election and Economic Data Buoy Market in November

Market Overview The initial equity market reaction to President-elect Trump’s victory has been positive, driven by expectations for stepped-up stimulus initiatives and regulatory reform. Stocks were also buoyed in November by... Read more »

Growth or Inflation

Since the election, significant segments of the financial markets have been re-priced. Notably, interest rates are higher and the U.S. dollar is stronger. In our view, the recent uptick in bond yields reflects a shift in market... Read more »

Surprise Party

As we reflect upon the surprising outcome of the election, it’s clear that many forecasters and pollsters were caught completely off guard. An early afternoon read of the market has the S&P 500 index up, another surprise... 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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