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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

Slowdowns and Showdowns

Economic data and corporate profitability both seem to indicate that a lower growth rate may lie ahead for 2020, while a number of major, but non-market, events could be setting us up for a period of heightened uncertainty. This... Read more »

Equity Commentary | August 2019

The trade war between the US and China continued to be a focal point for capital markets during August. Early in the month, the Treasury Department formally labeled China a currency manipulator in response to the yuan’s recent... Read more »

Keeping Cool in a Hot August

Trade battles, volatile equity markets, ten-year US Treasury yield flirting with the yield of the two-year Treasury and briefly inverting, and other scary headlines. What to make of it, particularly the inverted yield curve talk?... Read more »

Who’s Driving?

Amid the recent market volatility, driven by what we believe are trade and currency wars, there appears to be an important and ongoing struggle for leadership in interest rate policy. Three contenders apparently vie for the... 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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