Weekly Fixed Income Commentary – September 26
September 26, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
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).
Weekly Fixed Income Commentary – September 18
September 18, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Weekly Fixed Income Commentary – September 12
September 12, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Derek Izuel, CFA Joins Schwab TV Network (September 5, 2024)
Derek Izuel, CFA points to two things that could shake U.S. markets: a weakening U.S. Dollar, and investors turning to international stock markets.
Weekly Fixed Income Commentary – September 5
September 5th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
August 2024
Weekly Fixed Income Commentary – August 29
August 29, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Business Needs to Wake Up to the Reality of GHG Emissions Reporting
The U.S. Securities & Exchange Commission (SEC) published its final rule on climate-related disclosure by publicly-traded companies in March of this year.
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.
