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

CIP Quips

Tricky Treasuries

What's in the News... With five interest rate hikes since the end of 2015, the expectation has been for a much higher 10 year Treasury yield. Yet while the Fed controls the short end of the curve, supply and demand move the longer end of the curve. With this in mind, Informa financial intelligence Chief Macro Strategist David Ader argues that two... 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 »

Fed Up

What's in the news... Recent political, economic, and market volatility continues to keep everyone on their toes. After climbing to 2.95% on February 21, the 10 year Treasury dipped to 2.73% last week before settling at about 2.78% [1]. With the Fed continuing rate hikes and unwinding of QE, recent tax cuts, an implied increase in government... Read more »

A Taxable Equivalent

Did you know... In the quest for higher yields tax implications are an important consideration. With that in mind, investors often turn to municipal bonds as a tax free, bond alternative with higher yields. But are tax free muni’s the best route to take when looking for higher conservative yield? With new 2018 tax laws, we thought it would be... 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 »

Float On

Did you know... When interest rates are threatening to rise, many income investors hesitate to lock in fixed rate coupons. The use of Fixed to Floating or Floating-Rate securities in an income generating strategy could be a solution for obtaining higher yields with investment grade securities as rates rise. A floating rate structured security has... Read more »

What a Nail Biter

What's in the News: The last few days have prompted many questions for investors. What happened to solid economic expansion? What happened to improved corporate earnings? What will be the effects of the Fed’s balance sheet reduction? Will the government avoid another shut down? Inflationary fears are causing a bit of panic in the capital markets,... 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 »

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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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