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In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, and Senior Portfolio Manager, Gary Stringer, discuss how a potential shift in Federal Reserve leadership could influence interest rates, balance sheet policy, and bank reserves. Tune in for a thoughtful conve…
Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes. In our view, Warsh is likel…
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses why higher food and energy prices are pressuring consumers, but may not be enough to derail the broader U.S. economy. He examines the economy’s reduced sensitivity to these costs, the rol…
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses that despite ongoing conflict in the Middle East, the U.S. economy is showing signs of accelerating growth in the second quarter after a relatively soft start to the year. As often happen…
In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more th…
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