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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

Risk Aversion Returns in the Second Quarter

Market Overview The results of the UK referendum, in which the nation’s citizens voted to exit the European Union, impacted capital markets around the world. European stocks were hit hard, with the Stoxx Europe 600 index... Read more »

Generating Income in a Post-Brexit World

It’s been a great week for those looking to refinance or purchase a new home, but a tough one for income investors. Our takeaway continues to be the increasing importance of balancing income and safety. As global stock markets... Read more »

The Aftermath of Brexit

It has been nearly a week since the historic vote by the British to leave the EU, and after two days of intense selling pressure on stocks globally, as well as a historic drop in the pound’s value, equity markets have rebounded... Read more »

A Surprise Brexit

As of the close on Friday, June 24th the S&P 500 index was down about -3.6%. The market was up about 1.3% yesterday, so we're giving back that gain and are down about another 2.3% on top of it. We do not believe this is a... 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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