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

Current Views

May 2020 | Equity Commentary

You are leaving The Roosevelt Investment Group, Inc. website. To continue to the page you are requesting click the "Okay" button below or to return to The Roosevelt Investment Group, Inc. website click the "CANCEL" button below.... Read more »

April 2020 | Equity Commentary

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?

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

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 »

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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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