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Shelton Capital Management Global Investment Outlook 2025

As 2025 dawns, global markets appear to be pricing in a benign macroeconomic future. The prevailing sentiment is one of cautious optimism, buoyed by expectations of moderating but stubborn inflation, stable growth, and accommodative monetary policies.

Read the full white paper here—Shelton Capital Management Global Investment Outlook 2025

Author

  • Derek Izuel

    Derek joined Shelton Capital Management in January 2022 as Chief Investment Officer and Portfolio Manager of the International Fund and the Emerging Markets Fund. He has over 24 years of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley.

     

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Derek Izuel
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