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Sharing current views and opinions showcases the thought leadership we bring to our clients.

CIP Quips

The Sweet Spot

In the News: In an interview in last Friday’s New York Times, Chief Fixed Income strategist at the Schwab Center for Financial Research, Kathy Jones, relayed her concerns that by holding T-Bills or cash equivalents investors may be too defensive. Interestingly she comments on a Morningstar Direct report stating that for the last six months... Read more »

Positioning for Rates

In the news: Last week it was not a surprise that the Federal Reserve decided to hike interest rates for a third time this year, for a total of eight hikes since December 2015. Short term rates seem to be getting closer to the Fed’s goal of a neutral level. The Fed is projecting another 25bps hike in December of this year along with three more... Read more »

Seeking Advice on Income

In the News: According to a recent Nuveen survey, households have a more positive outlook on the economy and personal finances than they did three years ago. Despite this apparent confidence, the survey and wealthmanagement.com, both point out that while 80% of survey respondents say they pay particular attention to investment risk, in reality we... Read more »

Inversion Good?

What’s in the News? In an August 2nd interview, David Kelly, Chief Global Strategist of JP Morgan Asset Management, explained how an inverted yield curve could create income for consumers. Like many strategists David believes that the fed will pull off 4 more rate hikes by June 2019. After these hikes, he expects the yield curve to be flat. Even... Read more »

Enigmas Wrapped in a Vest

Did you know... According to a Deloitte Touche Tohmatsu Limited study, Millennials invest less than 30% of their wealth in the stock market. A study done by Bankrate.com stated that 30% of millennials believe that the best long-term investment is cash. The term Millennials refer to 18-37 year olds and arguably the toughest demographic segment to... Read more »

Now That’s Debt: Time to Think Savings

What’s in the news: Last Tuesday the Federal Reserve Board released a list of the top 33 Nations that own US Treasury Securities, which include Treasury Bills, Notes, and Bonds as well as TIPS. It is not surprising that China and Japan were the two biggest holders of US Treasury debt, about one-third of the total foreign investment. In total,... Read more »

15 to 20 Percent

Did You Know... By definition, History is defined as the study of past events. History is studied to help one understand the past, sometimes in an effort to predict the future or to avoid mistakes. The narrowing gap, or spread, between interest rates on short-term and long-term government bonds has historically signaled the risk of a recession.... Read more »

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 »

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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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