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We take great pride in our firm's intellectual capital.

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

Current Views

July 2020 | Equity Commentary

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 »

July 28, 2020: Roosevelt Investments' Update on the Financial Markets & Economic Impact of COVID-19

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Second Quarter 2020 | Fixed Income Commentary

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

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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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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