2024 Market Outlook Resource Center

2024 Market Outlook Webcast Replay

Video Insights From the Investment Team

In these short clips, our Investment Team provides additional perspectives on the markets to assist in your client conversations.

Looking Back: 2023 in Review

Glenn Dorsey, CFA®, CAIA®
Head of Client Portfolio Management

Click here for the 2024 Market Outlook Slides

Click here to read the 2024 Market Outlook Commentary

Implications and Investing Ideas for Today’s Markets

Consider these actively managed strategies to help your clients focus on long-term goals and objectives, and not volatility.

Focus on the Fundamentals:

Navigator® All Cap Core U.S. Equity

We believe that investors seeking long-term growth across U.S. market capitalizations may benefit from a disciplined and consistent approach. Navigator® All Cap Core U.S. Equity actively seeks to identify what we believe are high quality, undervalued companies with improving business prospects.

Navigator® High Dividend Equity

During times of heightened volatility, high quality stocks may outperform their lower quality peers. Navigator® High Dividend Equity seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future.

Navigator® International ADR

We believe in most circumstances, an allocation to international companies is an important part of a diversified equity portfolio. Navigator® International ADR can help investors seeking global growth through disciplined, bottom-up stock selection.

Navigator® Taxable Fixed Income

Opportunistic positioning and thoughtful credit selection can help investors get the most out of a changing rate environment. Navigator® Taxable Fixed Income utilizes individual bonds, which can be held to maturity, generating cash flow and returns.

Navigator® Tax Free Fixed Income

We believe that fundamental analysis can provide greater value than speculating through interest rate forecasting. Navigator® Tax-Free Fixed Income utilizes an active approach that seeks to take advantage of opportunities by building par value.

Take a Tactical Approach:

Navigator® U.S. Style Opportunity

As the equity markets ebb and flow through a cycle, individual market styles and capitalizations may perform differently. With the ability to allocate between small, mid, and large-cap stocks as well as between growth and value, Navigator® U.S. Style Opportunity can allocate to the areas of the market we believe to be the most rewarding.

Navigator® MultiStrategy

Combining our Navigator® Fixed Income Total Return and Navigator® U.S. Style Opportunity strategies can help investors access a variety of growth opportunities while guarding against undue risk. The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75.

Navigator® Global Tactical

We believe a rapidly changing global marketplace demands a tactical approach. Navigator® Global Tactical utilizes a quantitively-based relative strength process that seeks to provide growth while protecting investors from undue risk.

The opinions expressed herein are those of Clark Capital Management Group, Inc. (“Clark Capital”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. Clark Capital reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. There is no guarantee that Clark Capital’s strategies or recommendations will equal or exceed expectations discussed. Clark Capital Management Group, Inc. is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Clark Capital including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.