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37 posts tagged with "Roosevelt Investment Group"
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Roosevelt Investments' latest Take Five commentary explains their macro economic analysis, equity markets perspective, and portfolio considerations. "Earlier this year, the European Central Bank (ECB) implemented a second refinancing program designed to shore up the region's financial sector. And while the ECB's actions may have taken risk off the table for the time being, investors are becoming more keenly aware that other challenges scheduled to arrive in early 2013 may present some headwinds for the markets."
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Roosevelt Investments' May commentary focuses on the rising risks coming out of Europe, despite favorable conditions in the U.S. "Although we believe current conditions remain favorable for equities in the U.S., we must also be cognizant of the global macroeconomic environment and its potential spillover effects on our capital markets. Furthermore, mixed domestic data over the past several weeks suggest that a pause in economic activity is underway. As a result, we gradually increased our risk tools during the month, and they currently stand at about 5% of the portfolio compared to a 2% weight at the end of the first quarter. We also trimmed our weighting in commodity-oriented companies but added to our Energy Arbitrage theme. While we are cautiously optimistic about the market going forward, should the recent softening in US economic data prove to be more than just a temporary slowdown, we are prepared to adjust our portfolios accordingly."
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Roosevelt Investors' first quarter commentary explains why they are optimistic towards the markets moving forward. However, three potential impediments to this optimism are discussed as well. "We believe the market may continue to move higher: 1) Valuations are compelling, 2) Labor market conditions remain favorable, 3) Consumers are feeling more confident and pent-up demand is helping to support economic activity. Several issues could present impediments for the stock market: 1) The U.S. economy faces what has been referred to as a "fiscal cliff", 2) Much of Europe remains mired in recession and energy prices remain high, 3) Many of the largest emerging economies appear to be experiencing slower economic growth."
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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%."
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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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