Shelton Capital Management | Real Investment Insights

July Monthly Review and Outlook

Shelton Capital Management

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In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, explains why the U.S. economy remains resilient despite geopolitical tensions, softer headline GDP growth, and continued market volatility.

Private sector activity appears stronger than overall GDP suggests, supported by business investment, consumer spending, and government outlays. At the same time, a tight labor market, cooling inflation, and improving corporate earnings continue to support a cautiously optimistic outlook.

While periods of volatility may continue, Shelton Active Allocation Solutions remains overweight equities, with an emphasis on U.S. markets, while favoring high-quality asset-backed and mortgage-backed securities within fixed income.

To learn more, visit: https://advisor.sheltoncap.com/investment-solutions/separately-managed-accounts/active-allocation-solutions/