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

CIP Quips

Properly Diversified

In the news: After analyzing almost 10,000 financial advisor models with their proprietary risk management platform, BlackRock discovered that even after trimming U.S. Stocks in 2018, financial advisors were still overweight equities. BlackRock’s advice after the discovery was to “get properly diversified.” According to the latest Advisor Insights... Read more »

Patient Minutes

In the News: On Wednesday the Federal Reserve released the minutes from their December FOMC meeting. Many analysts agree that the Fed is showing a willingness to delay further interest rate hikes given the recent volatility in financial markets caused by increasing uncertainty in the overall global economic outlook. Michelle Meyer, head of U.S... Read more »

Brighter Horizon

In the news: Overall financial market volatility has been elevated over the past two months. Fixed income returns have been bogged down by the Fed hiking cycle. Investors have become increasingly concerned that Santa will not give them a year end rally. In the latter stages of a bull market, as the Federal Reserve raises interest rates and the... Read more »

BBB’s: Quantity vs. Quality

In the news: A common misconception of the BBB rated investment grade bond universe today is that quantity affects quality. While the U.S. corporate bond investment grade universe has indeed experienced a significant increase in both the size and market share of BBB rated securities (as compared to “A” rated securities), this does not necessarily... Read more »

Passive Pride vs. Active Vigilance

In the News: Market volatility and the continued rise in interest rates have advisors sticking to allocations driven by active management. 83% of US based financial advisors said they believe the current market environment is likely favorable for active portfolio management, as published by Natixis Investment Management last week. Those who... Read more »

Oversold

In the News: The Bloomberg Barclays US Aggregate Bond Index was down 2.2% in the 10-month period through October 31, 2018. However, a recent report from the Equity Compass Group at Stifel reminds us that sometimes what goes down must go up. Stifel Senior Portfolio Manager Timothy McCann makes two key points in the report: (1) “Over the last 27... Read more »

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 »

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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 equity, 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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