There’s a reason, investors and their advisors pushed over $26 billion into the now-$65-billion derivative income Morningstar Category in the last 12 months. Simply put, covered call strategies, which by definition sell away a degree of upside, tend to outperform in troubled times, like those we might expect as we enter 2024, although of course results may vary.
November 16, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Jeffrey Rosenkranz discusses recent CPI numbers showing lower costs for used cars, utility gas, heating oil, gasoline, dairy products, airfares and certain medical care services: "These are purchases that everyday Americans make routinely, so the decline in prices will be a real tangible benefit for their wallets."
Denver, November 9, 2023 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $4 billion in assets under management, is pleased to announce that the Shelton Equity Income Fund (EQTIX) received a Morningstar RatingTM of 5 stars among 82 Derivative Income funds, based on risk-adjusted returns as of October 31, 2023.
November 9, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Jeffrey Rosenkranz speaks with Jill Malandrino on Nasdaq Trade Talks about managing a fixed-income portfolio in the current environment.
November 2, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Peter Higgins discusses high yield bonds and the next credit event, market volatility, and implications for the yield curve.
Dr. Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor to discuss ESG data and metrics to analyze company performance and selection processes.
With interest rates ‘higher for longer,’ volatility on the rise and choppy markets whipsawing portfolios, covered call funds have caught fire. Portfolio Manger Nick Griebenow joins Oliver Renick on Schwab TV Network to discuss EQTIX in this current market environment.
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