Market Overview Stocks began the 3rd quarter on a strong note, with the S&P 500 returning about 5.6% for July. We believe that economic data continued to stabilize during the month, and 2nd quarter corporate earnings have... Read more »
Current Views
July 28, 2020: Roosevelt Investments' Update on the Financial Markets & Economic Impact of COVID-19
Published on Jul 29, 2020
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Second Quarter 2020 | Fixed Income Commentary
Published on Jul 20, 2020
Market Overview Domestic financial markets rallied across the spectrum during the second quarter of 2020. Equity indices had their strongest quarter since 1987. Fixed income credit spreads rallied, recording their second-best... Read more »
Second Quarter 2020 | Equity Commentary
Published on Jul 8, 2020
Market Overview Stocks enjoyed a strong 2nd quarter, with the S&P 500 returning just over 20% for the period. We believe fiscal and monetary stimulus, along with improving economic data, helped to drive this rebound following... Read more »
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Current Views and Opinions
News and Recognition
- "Crown shareholders express patience amid activist pressure for fiber sale" Jason Benowitz's commentary featured in DealReporter
- September 2020 The Bulletin: "If the Tax Code Changes, Will You be Prepared?" by Corie Gabriel
- July 2020 Memento Mori: "Maximizing Income in a Perpetual Care Fund" by Adam Sheer