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.
The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.3961 per share payable to shareholders of record as of September 30th, 2023.
October 5, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Congratulations to Nicolette DiMaggio for being named one of the most “Influential Women in Institutional Investing” by Pensions & Investments.
In this CIO Minute, Derek Izuel discusses the breadth of the S&P 500, seven companies driving most domestic markets, and why international might outperform.
September 28, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
September 22, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Bruce Kahn joined FintechTV to discuss sustainability in the strategic asset allocation process and where the NEXTX fund fits in sustainability.
Portfolio Manager Jeffrey Rosenkranz recently joined the podcast to discuss fixed income, quality bond selection, and how the global economy and upcoming election could affect returns.
September 14, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
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