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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

The Beneficiaries of Oil’s Recent Price Decline

As measured by the price of West Texas Intermediate (WTI), the price of oil plummeted approximately 31% from 6/20/14 through 11/13/14 and is down about 20% year over year through 11/21/14. Reasons for the sharp decline include... Read more »

The Pursuit of Growth

Thoughts from our Domestic Equity Team The financial markets are showing signs that companies are feeling optimistic about the direction of the economy. Indeed, a leading survey of companies seeking to measure confidence in the... Read more »

December 10, 2013: Rethinking Trends in Capex

Thoughts from our Domestic Equity Team As part of the current economic recovery, we expected to see a trend toward increased corporate capital expenditures (capex). However, a more nuanced picture has recently emerged indicating... Read more »

July 9, 2013: The Recovery in Domestic Fixed Investment Activity

Thoughts from our Domestic Equity Team Net domestic fixed investment consists of investments in physical assets such as new houses or new factories that are held for one year or more, less any depreciation of existing fixed... 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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