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Shelton 2026 Global Outlook Featured on Advisor Perspectives

The 2026 investment environment is defined by an unusual but constructive combination: global growth that remains resilient, inflation that is moderating but not disappearing, and policy settings that are shifting away from restriction toward flexibility. After several years dominated by macro shocks, markets are transitioning into a phase where dispersion, selectivity, and disciplined portfolio construction matter more than broad directional bets.

Key themes for 2026

  • Inflation moderates, but remains structurally sticky


  • Equity leadership broadens beyond narrow concentration


  • Income and carry regain strategic importance


To read the full outlook, visit: 2026 Investment Outlook Advisor Perspectives 

Important Information

This material is for informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. Views and opinions are those of Shelton Capital Management as of the date of publication and are subject to change without notice. Forecasts, estimates, and forward-looking statements are based on assumptions and are not guaranteed. Past performance is not indicative of future results. Indexes are unmanaged and not available for direct investment.

Authors

  • 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.

     

  • Peter Higgins

    Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.

  • Chris Walsh

    Chris Walsh is a portfolio analyst for the Shelton Tactical Credit Fund and the Firm’s fixed income separately managed accounts. Chris has over six years of experience analyzing credit and equity markets. He earned a B.A. from Villanova University.

  • Tony Jacoby

    Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He has a B.A. in Economics and a M.S. in Applied Mathematics with an Option in Applied Probability and Uncertainty Quantification from the University of Colorado.

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