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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

Fixed Income Update

Thoughts from our Domestic Fixed Income Team A funny thing happened on the expected pathway through the first half of 2014 to higher US interest rates: the market took a detour. The consensus views at the beginning of the year... Read more »

Fixed Income Update

Thoughts from our Domestic Fixed Income Team The U. S. Treasury and credit markets remained on a steadying trek for the early part of the New Year toward stable prices at historical low yield levels. The fears of rising bond... Read more »

Fixed Income Update

Thoughts from our Domestic Fixed Income Team The door has closed on 2013 and a new set of challenges has begun to take form for fixed income investors. In terms of Federal Reserve monetary policy, we feel the credit markets have... Read more »

October 7, 2013: U.S. Default and Investing in U.S. Treasuries

Thoughts from our Domestic Equity and Fixed Income Teams In August 2011, the U.S. sovereign debt rating was downgraded to AA by Standard and Poor’s and the debt ceiling was raised on the very day that the U.S. Treasury predicted... Read more »

June 17, 2013: Short-term Volatility Effects on Bond Investing

Thoughts from our Fixed Income Team As we approach the halfway point of the calendar year, nervousness has become the dominating characteristic throughout the credit markets. Bond investors who more commonly decide to buy and... Read more »

April 24, 2013: Domestic Fixed Income: What’s left; and what matters

Thoughts from Our Fixed Income Team It has been, and will continue to be, a challenge: finding anything resembling the attractive yields of olde without assuming undue levels of risk. U. S. nominal interest rates remain stuck on... Read more »

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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