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So far Steve Rogers has created 228 blog entries.

May 2021

Navigating the Growing ESG Muni Bond Market

2021-06-15T08:42:01-06:00May 22nd, 2021|

Interest in investments that support environmental and social impact objectives is growing rapidly among both institutional and individual investors. This is particularly true with respect to the retail-focused municipal bond market. Every week we see an increasing number of new municipal bond issues – both tax-exempt and taxable with a “Green Bonds”, “Social Bonds” or “Sustainability Bonds” label.

April 2021

March 2021

February 2021

Rising Interest Rates Can Wreak Havoc on Fixed Income Portfolios

2021-02-12T08:47:33-07:00February 12th, 2021|

We have been spoiled by the long bull market in U.S. Treasuries, which has driven interest rates lower and facilitated outsized gains in equities and other risk assets. At some point, the party will end and rates will move higher. Advisors must understand the inherent risks, and proactively evaluate alternatives for their fixed income portfolios to manage through successfully.

January 2021

Biweekly International Market Observations (1/21/21)

2021-01-22T16:15:04-07:00January 22nd, 2021|

The fourth quarter of 2020 turned into one of the best in recent memory for stocks. However, the investing environment in the U.S. is showing similar signs of our previous two bubbles with massive liquidity provided by monetary and fiscal stimulus. What does this mean for the outlook for 2021 and the international markets? Andrew Manton, Portfolio Manager at Shelton Capital Management, examines what’s next for the global economy in his quick take below.

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