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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

“Not Even Thinking About Raising Rates”

"Not Even Thinking About Raising Rates" Thus said Fed Chair Jay Powell this past June. But what exactly does this mean and why did he say it? It’s all about inflation. That is, the inflation we don’t have. Missing in action. The... Read more »

The 2020 Retirees’ Dilemma: Low Yields, Low Income

"The 2020 Retirees’ Dilemma: Low Yields, Low Income" We live in a world of rock-bottom interest rates. During and after the 2008 Global Financial Crisis, central banks around the world lowered interest rates to the zero bound, in... Read more »

July 2020 | Equity Commentary

Market Overview Stocks began the 3rd quarter on a strong note, with the S&P 500 returning about 5.6% for July. We believe that economic data continued to stabilize during the month, and 2nd quarter corporate earnings have... Read more »

July 28, 2020: Roosevelt Investments' Update on the Financial Markets & Economic Impact of COVID-19

In our quarterly update, John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, discussed our thoughts on the financial markets, the evolving impact of the COVID-19 pandemic, and answered questions live. John... Read more »

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