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Current Views

Fixed Income Update

Thoughts from our Domestic Fixed Income Team

The door has closed on 2013 and a new set of challenges has begun to take form for fixed income investors. In terms of Federal Reserve monetary policy, we feel the credit markets have largely incorporated the initial tapering of the Fed’s monthly purchases of U. S. Treasury and mortgage-backed securities across all sectors. In our view the recent public fascination with this single aspect of monetary policy will likely diminish looking forward, and the market’s focus will shift over upcoming quarters for possible clues as to when changes to the Fed’s policymakers’ near-zero short- term interest rate targets will begin. Tracking employment measurements, economic strengthening, housing sector activity, and perhaps possible inflationary pricing pressures may then grow to dominate investor attention. And so eyes and ears will turn quickly to the new Chairwoman, Janet Yellen, for signals if and when economic growth is deemed sufficient for the Fed to begin a more traditional policy course, tightening current measures and fostering the associated related interest rate rises.

Submitted by: Howard S. Potter, Senior Fixed Income Portfolio Manager

This information is intended solely to report on investment strategies and opportunities identified by Roosevelt. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This material is not intended as an offer or solicitation to buy, hold or sell any financial instrument. References to specific securities and their issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Please contact us at 646-452-6700 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions, or if you would like to request a copy of our Code of Ethics. Our current disclosure statement is set forth on our Form ADV Part II, available for your review upon request, and on our website, www.rooseveltinvestments.com.

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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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