Weekly Fixed Income Commentary – February 14
February 14, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
February 2024
January 2024
A $400 Billion Catalyst
Shelton's Sustainable Equity Fund Portfolio Manager, Bruce Kahn, Ph.D. explains how clean energy gets a historic boost from the Inflation Reduction Act.
November 2023
Jeffrey Rosenkranz Featured on Yahoo Finance
Portfolio Manager Jeffrey Rosenkranz discusses the impact of inflation and the upcoming election on the housing and labor markets.
August 2023
Shelton Capital Management: CIO Minute (August 8, 2023)
In this week’s CIO Minute, Derek Izuel talks tailwinds of small cap stocks, including cyclical exposure, a weakening dollar, and the Schiller PE Ratio.
Jeffrey Rosenkranz Featured on Seeking Alpha
Jeff Rosenkranz weighs in on whether the most recent interest rate hike will be the last in the cycle.
Shelton Capital Management: CIO Minute (August 3, 2023)
In this week’s CIO Minute, Derek Izuel analyzes the recent performance of the S&P 500, MidCap, and SmallCap indices and which sectors are on the rise.
Confused About ESG Ratings? Don’t Be
Remember when portfolio managers picked stocks based solely on a company’s investment fundamentals? Some managers still do.
July 2023
Jeffrey Rosenkranz Featured on Yahoo Finance
Jeff Rosenkranz weighs in on whether the most recent interest rate hike will be the last in the cycle.
Where Fixed Income Fits When Investors Are Constructing Their Portfolios
Peter Higgins, Head of Fixed Income, joined David Armstrong on WealthManagement.com to discuss where fixed income fits in investors' portfolios.
Shelton Capital Management: CIO Minute (July 26, 2023)
In this week’s CIO Minute, Derek Izuel discusses earnings season, the continuing growth of AI, and what markets might see going forward.
