• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337
  • Fax: (212) 599-1916

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 16, 2013: Thoughts on Janet Yellen for Fed Chairman

Thoughts from our Domestic Equity Team

With Larry Summers withdrawing his candidacy for Fed Chairman, it appears that Janet Yellen is now the leading candidate to succeed Ben Bernanke. We think that she would be a good choice. As she is currently the Vice Chairperson of the Fed, she has experience in setting monetary policy, and in doing so during periods of intense economic stress. She has also been a supporter of Bernanke’s extraordinary quantitative easing policies which we felt were necessary to guide the economy out of the financial crisis. We also note that well before the eventual onset of the financial crisis in late 2008 she was an early voice warning about the dangers of the overheated real estate market and loose mortgage lending practices (a Wall Street Journal article written by Alan Binder notes she voiced these concerns as early as 2005).

Submitted by: Jason Sheer, CFA

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.

« Click here to go to the previous page

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.

Please remember that in order to invest you must first read and understand the Form ADV Part 2A and our Privacy Policy.

Copyright© 2018. All rights reserved.