Portfolio Manager Jeffrey Rosenkranz spoke with reporters MarketWatch to discuss the implications of recent Jobs report and the Fed's potential plan of action with the looming presidential election.

The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).

Portfolio Manager Bruce Kahn, Ph.D recently joined the Schwab Network with Oliver Renick to discuss how the "attention around Big Tech might be played out" and why the broader market has the potential to reclaim its position in the spotlight. With this in mind, Dr. Kahn takes a deep dive into current sustainable stocks picks as well as potential catalysts.

“If inflation continues to seem well-contained, even if it’s sort of sideways and gradually heading back down to 2%, then it continues to allow the Fed to focus on the labor market,” said Jeffrey Rosenkranz, portfolio manager at Shelton Capital Management. “If you don’t need to worry about inflation accelerating, then you can still ease a little bit to protect the labor market,” he added. “They don’t want it to deteriorate any further than it already is.”