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Current Views
April 2020 | Equity Commentary
Published on May 12, 2020
Market Overview Stocks rebounded in April as the S&P 500 gained over 12.5%, marking its best month since January 1987. Investors looked past dismal economic data and instead focused on the potential for improving conditions... Read more »
Equity Markets Up, Economy Down?
Published on Apr 24, 2020
Could the financial markets have seen the shortest bear market in history or could equity markets re-test their March 23rd lows? It appears that the stock market’s own outlook is that it has already “put in a low” based upon the... Read more »
April 22, 2020: Roosevelt Investments' Update on the COVID-19 Pandemic & Financial Markets
Published on Apr 22, 2020
On April 22, 2020, Jason Benowitz, CFA, Senior Portfolio Manager, discussed updates on the financial markets, the widespread effects of the COVID-19 pandemic, and answered questions live. - Watch Here You are leaving The... Read more »
Current Views Archives
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