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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

Second Quarter 2018 Equity Commentary

Market Overview Stocks advanced during the second quarter, with the S&P 500 gaining 3.4%. In our view, this was mainly due to a healthy domestic economy and strong corporate profits, which offset rising concerns over... Read more »

May Markets Trump Along Despite Trade Talks and Italian Politics

Market Overview: Despite turbulence in trade negotiations and Italian politics, US stocks enjoyed a strong May, with the S&P 500 advancing 2.2%. With seemingly improved economic activity following a subpar first quarter of... Read more »

Stocks Log Modest Gains in April

Market Overview Stocks logged modest gains in April, with the S&P 500 gaining 0.4%. While the economy continues to expand and earnings have been strong, we think some investors are concerned that the flattening yield curve... Read more »

Volatility Makes an Appearance in the First Quarter

Market Overview The return of volatility took investors on a wild ride during the first quarter of the year. While the overall trend for market yields is higher, several factors complicated the picture this quarter, resulting in... 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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