Weekly Fixed Income Commentary July 20, 2023
July 20, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Shelton Capital Management: CIO Minute (July 18, 2023)
In this week’s CIO Minute, Derek Izuel comments on real interest rates, rate hikes, and the weakening US dollar.
Derek Izuel Featured on Reuters
The big question in EM is China. The overall fundamentals for China look poor. Demographics are some of the worst in the world.
Dr. Bruce Kahn Joins ESG Talks on KBRA
Portfolio Manager Bruce Kahn, Ph.D. joins the ESG Talks podcast to discuss ecological economics and sustainable investing.
Weekly Fixed Income Commentary July 13, 2023
July 13, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Jeffrey Rosenkranz Featured on Yahoo Finance
The latest CPI report was soft across the board and marks an important turning point in the continued fight against inflation.
Shelton Capital Management: CIO Minute (July 11, 2023)
In this week’s CIO Minute, Derek Izuel discusses the weakness of leading economic indicators, t-bill spreads, and our changing expectations.
Weekly Fixed Income Commentary July 6, 2023
June 29, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Nick Griebenow, CFA published on Cboe.com
The classic 60% allocation to stocks and 40% allocation to bonds enjoyed a good, long run during the past decade of low volatility and easy money.
Weekly Fixed Income Commentary June 29, 2023
June 29, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
