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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

July 1, 2010: Potential Winners for a Choppy Market

In this commentary we discuss a key fundamental characteristic which we feel may drive share price outperformance in this volatile market environment. While the US economy has returned to growth, recent data points have been... Read more »

June 11, 2010: Current Market View Remains in a Modest Recovery Phase

In this commentary we discuss our current market views. Our base case scenario is that the domestic economy is in the midst of a self-sustaining, albeit modest, recovery phase. Two major risk factors which could derail the... Read more »

June 8, 2010: Equity Outlook For Continued Recovery Remains Unchanged

Despite what was a very volatile month for equities and the worst May for the Dow in 70 years, our base case outlook for the US economy remains unchanged. While the May employment report (published by the Labor department in... Read more »

May 24, 2010: Outlook For Continued Economic Recovery and Benign Market Conditions Maintained

Our view of continuing economic recovery and benign market conditions in the US is maintained. There is the possibility, which we still currently regard as being somewhat unlikely, that events involving Greece and the other... 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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