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CIP Quips

No Stress

Did You Know... The Comprehensive Capital Analysis and Review (CCAR) results will be released on Thursday, June 28th. As part of the Dodd-Frank Act, the Federal Reserve Board performs an annual review of the capital adequacy and capital planning practices of the largest domestic and foreign bank holding companies. It is a process in which the... Read more »

LIBOR, It's Leaving

Did You Know… That LIBOR, the benchmark that underpins over $350 trillion in securities, is scheduled to end in 2021? The Financial Conduct Authority (FCA) which has served as the regulatory agency responsible for overseeing LIBOR, has been on a quest to ensure that contributing banks do not leave prior to 2021 before transitions to new benchmarks... Read more »

Default Risk

Did You Know... The amount bond holders can recover once a bond has defaulted can vary? Typically, the recovered amount is less than par. And because the bankruptcy process can be drawn out, investors could find themselves stuck with non-interest bearing investments for an unknown period of time. To gauge default risks, credit ratings are often... Read more »

Jubilate for Rising Rates

Did you know... Generally speaking, when interest rates rise, bond prices decrease. For total return investors this may not be ideal, but as income investors we think it’s time to get excited about rising interest rates. Coupon income is a significant contributor to bond returns. During the periods of (I) November 1986 to March 1989, (II) January... Read more »

Tight Grip

What's in the News: The extended hunt for yield that began after the 2008-2009 financial crisis continues to exert extraordinary pressures on fixed income yields, pricings, and the interdependence between credit markets. Demand for investment grade assets to produce the highest possible current income has led to a persistent flattening of the US... Read more »

Volatility in Bond Issuance

What's in the news: With President Trump in office now for a little over a month, many are waiting anxiously for news relating to his promise of tax reform and what may come of the proposal drafted last summer by House Republicans. The proposal focuses on: Eliminating the tax on foreign income and only taxing US companies on goods imported to the... Read more »

Are Directions Worth the Wait?

The scenario: The US 10 Year Treasury yield has moved below its one year high. President Trump has been in office now for a few weeks and has written a slew of executive orders intending to put U.S. interests first. The expectation: Less regulation, tax cuts, increased infrastructure spending, changes in trade policy and any other pro-business... 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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