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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

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 given dire predictions of how the market might respond to a Trump victory. With the election now over, credit markets have focused their eyes on the Federal Reserve, and seem to be pricing in the potential for interest rates to rise faster than anticipated.

While there may be heightened volatility in the coming days and weeks, we believe the most important thing for investors is not to panic. It's worth noting that the economy is stable and has been improving recently, and our portfolio is invested in shares of companies which we believe are of high quality with good fundamentals. Indeed, it is even possible to envision scenarios under which the election outcome produces a strong stock market over the next few months and years.

At this point, we do not anticipate making many changes to the portfolio or positioning more defensively or aggressively. We will, however, be looking for opportunities to buy companies we view as attractive which are available cheaply due to any sell off that may occur.

In our view, it’s still too early to understand all the implications of the election outcome. We have initiated a more in-depth analysis of the likely industry winners and losers, and will communicate our thoughts in the near future.



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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