Derek Izuel, CFA Joins Chuck Jaffe on Money Life Podcast
Chief Investment Officer Derek Izuel recently joined the Money Life podcast to discuss international methodology and the outlook for emerging markets.
November 2024
Portfolio Manager Jeffrey Rosenkranz Speaks with MarketWatch
Portfolio Manager Jeffrey Rosenkranz spoke with reporters MarketWatch to discuss the implications of recent Jobs report and the Fed's potential plan of action with the looming presidential election.
October 2024
Hot Picks in Covered Calls: Barry Martin, CFA Joins BNN Bloomberg
The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).
3Q24 Dividend Announcement: Shelton Equity Income Fund (EQTIX)
The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.3961 per share payable to shareholders of record as of September 30th, 2023.
September 2024
Hot Picks in Sustainable Stocks
These stocks will play a part in infrastructure to get AI centers to function, says Bruce Kahn, portfolio manager of the Shelton Sustainable Equity Fund (NEXTX).
August 2024
Portfolio Manager Jeffrey Rosenkranz Speaks with GOBankingRates on Potential Emergency Fed Rate Cuts
As Jeffrey A. Rosenkranz, Portfolio Manager noted, "An emergency cut would provide little immediate relief for consumers but would, in such a circumstance, “help avoid the wealth destruction that would come with a big correction in stocks or the housing market."
Jeffrey Rosenkranz Featured on Seeking Alpha
Jeffrey Rosenkranz, portfolio manager at Shelton Capital, expects Powell to lean more toward 25-bp cut than 50. Recently, markets have reduced the probability of a 50--bp cut — to 24.5% on Thursday from 38.0% on Wednesday. "So if he wants to just nudge that even closer to 25 and no more than 25 basis points, he could do that," he said in a recent interview with Seeking Alpha.
July 2024
Portfolio Manager Jeffrey Rosenkranz Speaks with GOBankingRates on Interest Rates and Inflation
As Jeffrey A. Rosenkranz, Portfolio Manager noted, "After rapid progress in the second half of 2023, inflation is no longer moderating quickly — and in many areas may be re-accelerating."
May 2024
EQTIX Shortlisted for 2024 With Intelligence Mutual Fund and ETF Awards
Shelton Capital is honored to have the Shelton Equity Income Fund (EQTIX) shortlisted for the 2024 With Intelligence Mutual Fund and ETF Awards, under the “Alternative Mutual Fund of the Year” category. We look forward to the awards ceremony on June 18 at the Metropolitan Club, New York.
Weekly Fixed Income Commentary – May 2
May 2, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
