Roosevelt Investments' All Cap Core Equity Team discusses the possible "taper" in quantitative easing by the Federal Reserve. [+] Read More

Roosevelt Investment’s January 2013 investment commentary looks towards 2013 and the themes they suggest watching. "A cloud of political uncertainty hovered above the markets in the fourth quarter of 2012. Fortunately, an accommodative Fed and some decent economic indicators cast a bit of sunshine and prevented major sell-offs. Looking ahead, the debt ceiling negotiations could present a serious challenge both to lawmakers and the markets over the coming months. Nevertheless, reasons for cautious optimism exist. Easy monetary policy and economic improvements may trump political instability." Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

Roosevelt Investments' November commentary reviews the latest corporate earnings, investor sentiment, and outlooks for the fiscal cliff and tax changes in 2013. "After a strong September, the stock market ceded ground in October and ended the month about 2% lower than where it began. Third quarter earnings were disappointing as many companies struggled to achieve more than modest revenue growth. Guidance for future growth was lackluster given macroeconomic pressures from Europe and China in addition to fiscal cliff-related uncertainty. Housing data continues to point toward recovery, while the employment picture remains mixed." Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

Roosevelt Investments' February market commentary looks at the improvements in the US economy and how many investors have missed the current rally in the market. "It has now been eighteen straight weeks that the U.S. economy has been on an improving trajectory as indicated by macroeconomic data, including ISM surveys, durable goods orders, regional Fed surveys, and consumer sentiment. Given that consumer spending is a disproportionate driver of our economy, labor statistics are also of critical importance. On this front, unemployment claims have been steadily declining, as layoffs have fallen with improved activity and better sentiment by employers. New claims are now at the lowest level since April 2008, and the unemployment rate has fallen to 8.3%." Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product offering. The deal, expected to close Tuesday January 31, 2012, would bring over the seven-person Mesirow team lead by Leila Heckman, Ph.D. and includes John Mullin, Ph.D., and Vijay Chopra, Ph.D. Together, the team manages $300 million in four international and global equity strategies based on proprietary quantitative research processes. Learn more about Mesirow Financial here. Get Free Research Reports about Roosevelt Investment Group [+] Read More

Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be full of uncertainties but one thing seems likely: the demand for goods and services in the developing world will grow at an unprecedented rate as the emerging middle class rapidly expands over the next couple of decades. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

On the heels of the Fed's announcement regarding QE2, the mid-term election, and a host of good economic data and corporate earnings reports, we are starting to feel incrementally more optimistic about the near-term. Nevertheless, our view continues to be that the most likely path forward will be the slow, plodding recovery providing periods of softness accompanied by volatility. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely to be needed for meaningful job creation but on balance providing an environment which is positive for capital markets. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

While our belief continues to be that a double-dip scenario is unlikely, we think the odds that we may be headed back into recession have increased ever so slightly. In our opinion the economy is moving along at a rate of growth akin to stall speed, an aeronautical concept that describes the speed below which an airplane cannot create enough lift to sustain its weight. The longer our economy proceeds at this low level of growth, the greater the chances in our view that some exogenous factor or event could be enough of a headwind to push the economy into recession. Download Full Commmentary Here [+] Read More