The stock market started out strong in 2020, but the past few days have seen significant weakness. It is our view that this is due to two primary factors. First, it appears the stock market is reacting to growing concerns about... Read more »
Current Views
Equity Commentary | January 2020
Published on Feb 10, 2020
Stocks were flat during January, as gains early in the month may have been subsequently offset by concerns over the developing coronavirus pandemic. Economists have already begun reducing first quarter GDP estimates for China as... Read more »
Where Next?
Published on Feb 10, 2020
Year-to-date, Roosevelt Investments has seen equities move sharply higher and then drop, likely due in part to the shivers of the coronavirus. Bond yields have declined, providing price performance, but the yield curve also... Read more »
Fourth Quarter 2019 | Fixed Income Commentary
Published on Jan 28, 2020
During the fourth quarter of 2019, the investment grade intermediate term corporate bond market continued its positive momentum and returned about 1.1% to close out the year up approximately 10.2%. Similarly, the investment grade... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”