WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Roosevelt Investments - Second Quarter Review

Posted by WrapManager's Investment Policy Committee

July 12, 2013

Roosevelt Investments' All Cap Core Equity Team reviews the second quarter and gives their outlook for the rest of the year.

"Equity markets were volatile in the last half of the second quarter, demonstrating investor sensitivity to statements from the Federal Reserve regarding the future of its quantitative easing program. Concerns about Fed policy dominated capital markets in the second quarter, generating volatility in stock and bond prices. Despite some hair-raising moments, U.S. equities ultimately continued their upward trajectory."

 

PDF Download Download Roosevelt's Full Commentary Here

Research Money Managers Get Free Research Reports on Roosevelt Investment Group

[+] Read More

Roosevelt Investment Group

Roosevelt Investments - Fed Considering Exit Strategies

June 14, 2013
Roosevelt Investments' All Cap Core Equity Team discusses the possible "taper" in quantitative easing by the Federal Reserve. [+] Read More

Themes to Watch in 2013 - Roosevelt Investments

January 18, 2013
Roosevelt Investment’s January 2013 investment commentary looks towards 2013 and the themes they suggest watching. "A cloud of political ... [+] Read More

November Investment Commentary - Roosevelt Investments

November 26, 2012
Roosevelt Investments' November commentary reviews the latest corporate earnings, investor sentiment, and outlooks for the fiscal cliff and ... [+] Read More

Many Investors May Have Missed the Rally - Roosevelt Investments

February 27, 2012
Roosevelt Investments' February market commentary looks at the improvements in the US economy and how many investors have missed the ... [+] Read More

Roosevelt Investments Adds Mesirow Financial's International Equity Team

February 1, 2012
Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product ... [+] Read More

Roosevelt Investments - Emerging Markets Bound for Growth

January 11, 2011
Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be ... [+] Read More

Quantitative Pleasing - Roosevelt Investments

November 22, 2010
On the heels of the Fed's announcement regarding QE2, the mid-term election, and a host of good economic data and corporate earnings ... [+] Read More

Roosevelt Investment Group’s October Commentary - Money For Nothing

October 19, 2010
Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely ... [+] Read More

Stall Speed with Roosevelt Investment Group's September Commentary

September 15, 2010
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 ... [+] Read More