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33 posts tagged with "Roosevelt Investment Group"
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Posted by Thomas Wilson on 5/17/11 12:39 pm
Money manager Roosevelt Investments' May commentary reviews some of the key developments of the past month and summarizes their All-Cap Core strategy's performance. "While corporate earnings and strong productivity numbers indicated improved business performance in the first quarter, GDP expanded at a lower-than-expected rate. Whether the factors that have weighed on the economy over the past few months will lift has yet to be seen."
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Money manager Roosevelt Investments believes that in addition to green shoots we are also starting to see some healthy roots establish themselves in the soil of our economy. "Two years after the U.S. stock market hit rock bottom, the economy appears to be on the verge of what Fed Chairman Bernanke referred to as a 'self-sustaining' recovery. While a great deal of upheaval has recently enveloped much of the globe, it appears that, at least for now, the uncertainty will most likely have a limited impact upon the pace of our economic recovery."
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Money manager Roosevelt Investments is out with their February market commentary. "As we perform our daily check of Roosevelt's "risk dashboard" that keeps us informed of significant factors that we can measure, it is clear that investors are generally feeling positive about the market's tenor and perhaps even a bit complacent. Other than a temporary spike in various metrics relating to the situation in Egypt, most of our risk indicators are at low levels."
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Money manager Roosevelt Investments believes the second round of the Fed's quantitative easing program has so far been a success, having boosted stock prices significantly since the program was first announced. Economic data from the past quarter indicate an accelerating but still uneven economy, with jobs growth a persistent sore spot in an otherwise improving environment. They believe that "don't fight the Fed" continues to be a good strategy and have positioned their portfolio accordingly as we enter 2011.
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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.
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Posted by Valerie De Vol on 12/15/10 3:12 pm
Money manager Roosevelt Investments reviews the positive economic developments over the last 30 days and their "biggest concerns" list. Domestic issues for the most part are positive with overseas items dominating the list of concerns. In regards to their portfolios, Roosevelt generally maintains positions that benefit from the pro-inflationary efforts of the Fed, growth in emerging markets, and demand for commodities.
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Posted by Valerie De Vol on 11/22/10 12:53 pm
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.
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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.
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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.
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As we close the month of July the S&P 500 index is essentially unchanged for the year, down 0.27%. While this sounds somewhat boring and uneventful, so far the year has been anything but. Macroeconomic issues have been at the forefront, ranging from concerns about sovereign debt problems in Europe, the possibility of a hard landing in China, increased regulatory intervention globally, and the possibility of a "double-dip" into recession in the U.S. These concerns, abetted by somewhat tepid economic data in this country, the oil spill, and the May "flash crash", have resulted in a volatile market that has left many investors feeling exhausted and risk averse.
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