Fixed income historically was the land of relative calm and low volatility. The secular decline in interest rates over the last several decades has provided a highly accommodating tailwind for fixed income portfolios.
"Fixed income investors, pay attention. There’s no playbook for what a post-pandemic recovery should look like," says Jeffrey Rosenkranz, fixed income portfolio manager at $3.8 billion Shelton Capital Management.
Barry Martin, Portfolio Manager at Shelton Capital Management, was featured on TD Ameritrade. To listen to his insights, please select the following link:
DENVER—July 19, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $ 0.4652 per share payable to shareholders of record as of June 30, 2021.
The forward economic outlook is promising, but there will inevitably be fits and starts along the way. After all, there is no playbook for what a post-pandemic recovery looks like. Jeffrey Rosenkranz, Portfolio Manager at Shelton Capital Management, dives into the strategy and why the willingness and ability to be tactical has never been more crucial in the short video below:
Interest in investments that support environmental and social impact objectives is growing rapidly among both institutional and individual investors. This is particularly true with respect to the retail-focused municipal bond market. Every week we see an increasing number of new municipal bond issues – both tax-exempt and taxable with a “Green Bonds”, “Social Bonds” or “Sustainability Bonds” label.
"There’s a huge amount of pent-up spending power that really wants to be spent as the vaccine rollout reopens the economy,” says Jeffrey Rosenkranz, Fixed Income Portfolio Manager at Shelton Capital Management.
The Shelton Green Alpha Fund (NEXTX) featured in Citywire's new Book of top ESG funds!
Jeff Rosenkranz, Portfolio Manager at Shelton Capital Management, was featured on Primary Markets TV.
We have been spoiled by the long bull market in U.S. Treasuries, which has driven interest rates lower and facilitated outsized gains in equities and other risk assets. At some point, the party will end and rates will move higher. Advisors must understand the inherent risks, and proactively evaluate alternatives for their fixed income portfolios to manage through successfully.
The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:
By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.
