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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

September 8, 2010: Stall Speed

Last month we used the title “Two Steps Forward, Two Steps Back” to describe the pattern the market and the economy have followed this year, moving up and down but not making any real progress. True to form, August marked a... Read more »

August 18, 2010: A Potential 'Double Dip' Recession

In this commentary we discuss our views regarding a potential ‘double dip’ recession. Our contention for some time has been that after an initial rebound, the economy would be mired in an extended period of below trend... Read more »

August 10, 2010: Two Steps Forward, Two Steps Back

As we close the month of July the S&P 500 index is essentially unchanged for the year, down 0.27%. While this sounds somewhat boring and uneventful, so far the year has been anything but. Macroeconomic issues have been at the... Read more »

July 22, 2010: Zero Coupon Treasuries

In the current commentary we discuss our use of zero coupon treasuries (also known as Strips*) as a risk management tool. We have utilized these instruments to provide a measure of downside protection in our equity portfolios for... 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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