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CIP Quips

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 »

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 »

Fixed on Floaters?

Did you know… The preferred securities market is up 9% since the beginning of the year.* That performance has given back somewhat in July and August as corporate spreads have widened. As the traditional preferred market pulls back slightly, we are picking up several basis points of yield in the Current Income Portfolio by incorporating a newer... 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 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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