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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

Our Thoughts On The Potential For BBB Downgrades

When credit rating agencies assign credit ratings to issuers, the credit analysts generally consider the resilience of the underlying business and that business’s ability to service its debts through a business cycle contraction.... Read more »

Current Income Portfolio Update

A key economic impact of the Covid-19 pandemic is the heightened near-term probability of U.S. and global recession. Investors appear to be pricing this new reality into financial markets. It is most visible for us in the... Read more »

Our Most Recent Market Thoughts

As of Tuesday March 17, the S&P 500 has declined about 25% from its peak on February 19, and about 20% from the start of the year. Volatility is at highly elevated levels, and we’ve seen similar extremes in other financial... Read more »

Coronavirus - Market Update

The stock market started out strong in 2020, but the past few days have seen significant weakness. It is our view that this is due to two primary factors. First, it appears the stock market is reacting to growing concerns about... 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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