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33 posts tagged with "Roosevelt Investment Group"
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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.
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Money manager Roosevelt Investments' latest commentary reviews the fourth quarter of 2011 and details their outlook for 2012. "We are encouraged by the current low inflationary environment, continuing corporate profits growth, and the improving employment picture. While we are not making the case for a robust US economy, we do see it as improving and thereby less vulnerable to the potential for further negative shocks emanating from Europe."
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In their December commentary, Roosevelt Investments provides their insight on the latest sovereign debt developments out of Europe. "On the last day of the month, the U.S. Federal Reserve, the ECB, and four other major central banks initiated a coordinated action by which emergency funds were made available at low rates of interest. Such coordinated actions are rare but send an important signal that the Fed and its counterparts have tools that they are willing to use in order to address and contain what may have been an emerging liquidity crisis faced by banks, particularly those in Europe."
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Roosevelt Investments' November market commentary reviews recent developments in the market and global economies and highlights where Roosevelt sees the market in the coming months. "With Europe working toward a resolution of the Greek debt crisis, U.S. data coming in fairly strong, and the Fed indicating that it would take proactive measures to jumpstart the economy if necessary, we reduced our hedges, which allowed us to take part in October's market rally. However, concerns loom about Italian debt and U.S. efforts at deficit reduction, keeping us on high alert."
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Roosevelt Investments gives us a brief overview of the situation in Europe, what we can expect moving forward, and how the events could affect the US economy. "Sovereign debt concerns in Europe have reached a fever pitch, with credit default swap pricing now predicting a near certainty of default for Greece and elevated risk for some other large issuers including Italy. Overriding investor concerns relate to the possibility of a Eurozone recession impacting our fragile economy, and the chance of a major European bank failure resulting in a Lehman-like collapse with global impact."
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Money manager Roosevelt Investments is out with their latest "Take 5" which reviews Roosevelt’s thoughts on recent world events and investment trends. The dawn of the mobile wallet, Eurozone debt complications, and the economic deterioration in the US are discussed in this quick and easy commentary.
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Posted by Thomas Wilson on 8/23/11 7:31 am
Roosevelt Investments provides their thoughts on the US economy, European sovereign debt issues and commodities in their August commentary. "There has been an explosion in market volatility over the past few weeks fueled by the debt ceiling debacle, the subsequent rating downgrade of U.S. Treasuries, weak macroeconomic data and a continuing sovereign debt crisis in Europe. The Federal Reserve has responded with a first step in what could ultimately be some heavyweight infusions of liquidity, and as a result the market is attempting to stabilize."
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Posted by Thomas Wilson on 7/19/11 12:22 pm
Roosevelt Investments shares their views regarding the European sovereign debt issue and the economic troubles in the US. "Throughout the second quarter we reduced cyclical exposure and currently hold an elevated exposure to risk tools. Our concerns remain at a heightened level given the renewed European sovereign debt crisis, the U.S. government's inability to resolve the debt ceiling issue in a way that meaningfully addresses the country's budget imbalances, and the economy's apparent inability to generate self-sustaining growth."
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Posted by Thomas Wilson on 7/11/11 9:07 am
Roosevelt Investments take a quick look at the debt ceiling issue, the politics behind it and possible effects to the economy. "Although it might go down to the wire, and there is likely to be a lot of political wrangling between now and the August 2nd deadline, we think that the debt ceiling will be raised. Treasury bonds and the dollar's level relative to other currencies currently indicate that the market is not expecting the debt limit to be a persistent or a serious problem."
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Roosevelt Investments reviews the recent economic data and macro events across the globe including the end of quantitative easing and Mideast instability. "Heightened levels of uncertainty on the macro front combined with the imminent conclusion of QE2 have led us to believe that a conservative tilt to the portfolio, with an elevated level of risk tools, is an appropriate stance."
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