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Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

Confidence Remains High Despite Political Uncertainty

Market Overview US stocks were largely unchanged in August. Several key economic data points came in ahead of expectations, perhaps indicative of improving business conditions, at least in certain areas of the economy. The... Read more »

Healthy Corporate Profits Yield Optimism

Market Overview Equity markets remained strong in July, as the S&P 500 returned over 2% for the month. Investors were heartened by a solid start to the second quarter earnings season. While we have concerns about the... Read more »

Market Sector Differences Persist in Second Quarter

Market Overview Despite the Federal Reserve Open Market Committee (FOMC) raising short-term interest rate targets, US investment grade fixed income markets held surprisingly steady so far this year. The 10-year US Treasury note... Read more »

Stocks Finish Second Quarter with Solid Gains

Market Overview Stocks enjoyed a solid second quarter, as the S&P 500 rose 3.1% for the period. Improving economic conditions internationally and strong US corporate earnings helped to offset concerns surrounding stubbornly... 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 domestic equity, international equity, domestic fixed income, global 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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