About this episode

Gary Stringer discusses the first quarter 2026 review and outlook, highlighting a broadening U.S. economic expansion amidst geopolitical volatility.

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, shares our first quarter 2026 review and outlook. He discusses why recent geopolitical volatility has dominated headlines, but may be obscuring a more constructive story underneath: a broadening U.S. economic expansion, rising business investment, improving industrial activity, and new opportunities across equities and fixed income. To learn more, visit: https://www.sheltoncap.com/investment-...

People in this episode

Guest: Gary Stringer

Topics covered

• market update
• economic expansion
• business investment
• industrial activity
• equities
• fixed income

Keywords

• market update
• economic expansion
• business investment
• industrial activity
• equities
• fixed income
• geopolitical volatility

Mentioned in this episode

Organizations: Shelton Capital Management

Places: U.S.

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• Rotation, Not Recession: A Broadening Market Emerges · April 10, 2026 · 11 min
• Resilient By Design: Why the U.S. Economy Keeps Surprising · March 29, 2026 · 9 min

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