Portfolio Manager Jeffrey Rosenkranz Joins Money Life Podcast with Chuck Jaffe

Jeffrey Rosenkranz, Portfolio Manager of the Shelton Tactical Credit Fund (DEBIX), recently joined Money Life with Chuck Jaffe to discuss the timing of pending rate cuts, the likelihood of a soft landing, and defaults in the banking sector.

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Credit-related instruments typically decrease in value when interest rates increase. Concentration in a small number of issuers increases the risk that one issuer could have a large adverse impact on the Fund’s return. Borrowing and frequent trading could increase the Fund’s operating expenses. High-yield bonds involve greater risk of default, and may be more volatile and less liquid than investment grade securities. Subordinated and unsecured loans may be disproportionately affected by default and downgrade. Foreign investments may be adversely affected by currency fluctuations, lower liquidity, tax regulation, and political instability. Derivatives can be highly illiquid and difficult to unwind.

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Shelton Fixed Income