Market Overview Economic conditions in China appear to be improving. In March, the manufacturing PMI returned to a level indicative of expansion for the first time in 4 months, and factory output reached its strongest level since... Read more »
Current Views
Current Income Portfolio - First Quarter Commentary
Published on Apr 26, 2019
Market Overview The beginning of 2019 saw a reversal of the credit market themes that dominated the closing months of 2018. With the exceptions of U. S. Government and very high-grade corporate issues, most of the domestic credit... Read more »
First Quarter 2019 | Equity Commentary
Published on Apr 15, 2019
Market Overview Stocks enjoyed a strong start to the year, as the S&P 500 advanced about 13.7% during the 1st quarter. We believe that optimism regarding a potential US China trade deal and an increasingly dovish Federal... Read more »
Don't Fear the Curve
Published on Apr 10, 2019
Within the community of market analysts, it is well understood that an economic slowdown (and even a recession) can be signaled by an inverted yield curve, with about a year’s lead time, because the inversion in the curve can... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments
- January 2019 The Director: "When It Comes To Succession, We All Have Succession Issues" by Steven Wasserman
- October 30, 2019: Jason Benowitz, CFA was quoted in the article, “GW Pharmaceuticals’ Epidiolex, Pipeline Look Promising”