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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


If one were prone to worry, there are lots of things to be uneasy about. Ongoing tensions in the international political situation might be a good place to start, with trade disputes front and center. It appears that the markets... Read more »

Opinion on the U.S. and China Trade War

The following is the opinion of Richard Kilbride, Managing Director and Fixed Income Specialist at Roosevelt Investments. When we all said that a US-China trade deal was priced into the market, we were right. Now that that... Read more »

Speed Bump

After enjoying the stock market’s advance in each consecutive month so far in 2019, over the past week investors hit a speed bump, as U.S.-China trade issues have returned to weigh on sentiment. Headlines and signals emanating... Read more »

Latest Market Commentary

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 »

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