Rising Interest Rates Can Wreak Havoc on Fixed Income Portfolios

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.

2021-02-12T08:47:33-07:00February 12th, 2021|

Biweekly International Market Observations (1/21/21)

The fourth quarter of 2020 turned into one of the best in recent memory for stocks. However, the investing environment in the U.S. is showing similar signs of our previous two bubbles with massive liquidity provided by monetary and fiscal stimulus. What does this mean for the outlook for 2021 and the international markets? Andrew Manton, Portfolio Manager at Shelton Capital Management, examines what’s next for the global economy in his quick take below.

2021-01-22T16:15:04-07:00January 22nd, 2021|

Shelton Capital Fixed Income Team featured in FA-mag.com

The recovery in the high yield bond market since the pandemic-induced lows of March has been nothing short of astounding. However, for advisors and their clients there are still some pockets of value if you are willing to work hard, embrace some complexity, and be patient. Covid-19 hit the financial markets like a tsunami for which we were woefully unprepared. Through swift and decisive monetary action by the Federal Reserve and fiscal stimulus from the Federal Government, massive liquidity was injected into the system, along with an implicit backstop underneath risk assets.

2020-12-21T17:27:35-07:00December 21st, 2020|

Shelton International Select Equity Fund Crosses $100M in AUM

Denver, October 14, 2020 – Shelton Capital Management, a multi-strategy asset manager, today announced that assets under management (AUM) in its Shelton International Select Equity Fund (SISEX/SISLX) have exceeded $100 million, which when added to the AUM in separately managed accounts (SMAs), the total approaches $150 million.

2020-10-14T13:49:40-06:00October 14th, 2020|
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