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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

Shareholder Pressure to Boost Cap Ex?

Thoughts from our Domestic Equity Team One aspect of our Rebuild and Retool theme is our expectation that after several years of underinvestment following the financial crisis, corporate America may be poised to boost capital... Read more »

Earnings Recap

Thoughts from our Domestic Equity Team The majority of US corporations have by now reported their fourth quarter earnings, and by and large the results were positive, in our view. Aggregate earnings grew by nearly 9% compared... 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 »

Earnings to Drive 2014?

Thoughts from our Domestic Equity Team The majority of last year’s stock market appreciation was a function of rising valuation multiples. The price-to-earnings (PE) ratio for the S&P 500 expanded from approximately 12.5 at... Read more »

December 19, 2013: Our Thoughts on Tapering

Thoughts from our Domestic Equity Team After months of speculation, the Fed announced that it will finally begin to taper its asset purchases beginning in January. Our take is that despite this reduction in QE, the overall... Read more »

October 18, 2013: Current Market Musings

Thoughts from our Domestic Equity Team The deal reached to reopen the government and temporarily raise the debt ceiling removes a key risk factor which could have caused dislocations throughout global capital markets. Though the... Read more »

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... Read more »

September 10, 2013: PMI’s Picking Up

Thoughts from our Domestic Equity Team The release of the August non-manufacturing PMI (Purchasing Managers Index) was in Wall Street parlance a huge upside surprise. It came in at 58.6, well above expectations of 55 and marked... Read more »

August 16, 2013: Recharging Mexico’s Energy Industry

Thoughts from our Domestic Equity Team Mexican President Pena Nieto has proposed constitutional amendments to end the state’s monopoly on energy production by allowing foreign participation in the oil, gas, and electricity... Read more »

May 17, 2013: Japanese Policy Drives Investor Excitement

Thoughts from our Domestic Equity Team Many of the world’s major economies are operating under divergent policies. Governments are taking actions to reduce budget deficits while at the same time their central banks are flooding... Read more »

April 11, 2013: Aggressive Policies Boost Japanese Stocks

Thoughts from Our Domestic Equity Team Haruhiko Kuroda, the newly appointed Governor of the Bank of Japan (BOJ), made a strong initial impression on capital markets during his first policy meeting last week. Expectations were... Read more »

February 27, 2013: Thoughts on the Sequester

Thoughts from Our Domestic Equity Team As we approach the end of February it is becoming increasingly likely that the federal spending cuts commonly known as the sequester will go into effect as scheduled on March 1st. Media... Read more »

February 1, 2013: Contracting Correlations

Thoughts from Our Domestic Equity Team Equity correlations are falling considerably as investors shift their attention from broad macro events to company-specific fundamentals. We find this to be encouraging for a couple of... 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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