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 discusses the impact of inflation and the upcoming election on the housing and labor markets.
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.
October 27, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
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.
October 19, 2023 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
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