Fixed income markets in the U.S. posted a second consecutive quarter of gains to close out the first half of 2019 with positive performance. During the second quarter the ICE BofA U.S. 1-10 YR Intermediate Corporate Index was up... Read more »
Current Views
Pivots and Puts
Published on Jul 15, 2019
Market lore has it that former Federal Reserve Chairpersons Greenspan, Bernanke, and Yellen all provided the markets with what was effectively a put option. Hence the term, the “Greenspan Put”. If the economic signals started to... Read more »
Second Quarter 2019 Equity Commentary
Published on Jul 15, 2019
Stocks closed out the 2nd quarter in robust fashion, lifting the S&P 500 to about a 4.3% gain for the period. Investors were encouraged by the resumption of trade negotiations between the US and China. While we believe a... Read more »
Equity Commentary | May 2019
Published on Jun 11, 2019
Market Overview Trade issues were once again a focal point for capital markets during May. While investors came into the month optimistic that a deal with China was nearing completion, things appear to have taken a significant... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments
- January 2019 The Director: "When It Comes To Succession, We All Have Succession Issues" by Steven Wasserman
- October 30, 2019: Jason Benowitz, CFA was quoted in the article, “GW Pharmaceuticals’ Epidiolex, Pipeline Look Promising”