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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

Healthier Consumer May Drive Economic Growth in Second Half of 2015

Market Overview U.S. economic activity appears to have rebounded during the second quarter after a lackluster start to the year. We believe that improving labor market conditions are helping to revive consumer spirits. Despite... Read more »

Oil Spillover: The Impact of Lower Crude Prices is this Market’s Great Debate

After reaching a new high on 12/5/14, the equity market declined 5% through 12/16/14. As oil prices continued to decline, investors became concerned about potential spillover effects, which include disinflation in developed... Read more »

Identifying Opportunities in Turbulent Times

Investors have experienced increased market volatility over the past two weeks, with new information perhaps forcing the market to reassess its direction. The S&P 500 declined 1.5% on Tuesday on concerns about a global growth... Read more »

Thoughts on the Five-Year Bull Market

The stock market had a solid first half of 2014, with the S&P 500 Index appreciating 7%. This follows a torrid 32% advance in 2013 and a total return of 137% over the last five years. Presently, market volatility is at its... Read more »

Assessing the Risk of Contagion

Thoughts from our Domestic Equity Team The past few weeks have seen volatility in the world financial markets as a number of emerging markets are experiencing political and economic stresses and weakening currencies, the most... Read more »

November 12, 2013: A Santa Claus Market?

Thoughts from our Domestic Equity Team Following a more cautious stance this summer, we have had a bullish outlook on equities since mid-September. The underpinnings for this view include: (1) slow and steady U.S. economic... Read more »

October 7, 2013: U.S. Default and Investing in U.S. Treasuries

Thoughts from our Domestic Equity and Fixed Income Teams In August 2011, the U.S. sovereign debt rating was downgraded to AA by Standard and Poor’s and the debt ceiling was raised on the very day that the U.S. Treasury... Read more »

October 1, 2013: The Federal Government Shutdown

Thoughts from our Domestic Equity Team Today the Federal government has shuttered due to the inability of Congress to agree on a spending bill. By itself, we do not view this as being a significant issue. In fact, there have been... Read more »

September 30, 2013: Current Market Risks

Thoughts from our Domestic Equity Team We believe that the risk environment has recently changed materially due to three events. First, the risk that the U.S. launches a military strike against Syria in the near term appears to... Read more »

August 19, 2013: Equity Market Outlook

Thoughts from our Domestic Equity Team Recent data indicate that the U.S. economy continues to grow at a slow and steady pace of approximately 2%. Global central banks continue to provide substantial support to capital markets... Read more »

January 16, 2013: The Case for Actively Managed Equities

Thoughts from Our Domestic Equity Team A recent Wall Street Journal article(1) highlighted the ongoing shift by equity investors from actively managed mutual funds to passively managed exchange-traded funds. The drivers of this... Read more »

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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