By: Sean Clark, CFA®

Fixed Income Total Return Commentary
1Q 2018 — Keep Calm and Carry On
April 18, 2018

The global markets experienced a sharp bout of volatility in the first quarter, in stark contrast to the tame markets investors…

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Market Update
Trade War or Tit for Tat?
April 4, 2018

Tensions have risen between the U.S. and China as both nations have proposed implementing tariffs as they jockey for position in…

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Portfolio Perspectives
Bond Market Disconnect: High Yields ­Delivered Despite Treasuries’ Tumult
March 12, 2018

From September 1, 2017 to February 28, 2018, the bond market experienced adjustments as economic data continued to surprise to the…

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Market Update
Does Anybody Remember What a Correction Feels Like?
February 6, 2018

In case anybody forgot, the past week is a reminder that the markets don’t always go straight up. With the S&P…

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Fixed Income Total Return Commentary
4Q 2017 — Another Great Year in the Books
January 23, 2018

2017 was an exceptional year for the global economy and stock markets. The major equity markets stand at or near record…

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Market Outlook
2018 Market Outlook
January 23, 2018

Executive Summary 2017 was an exceptional year for the global economy and the stock markets. The major equity markets stand at…

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Market Outlook
Market Outlook 2018 Replay
December 29, 2017

2018 Market Outlook Webinar Replay   2018 Market Outlook Video   2018 Market Outlook Slides 2018 Market Outlook Webinar Blog Post Turning... Read More
Fixed Income Total Return Commentary
3Q 2017 — Party Like It’s . . .
October 16, 2017

The global risk markets have hit new all-time highs as the secular bull market continues to power higher. The buzz on…

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Market Update
And So It Begins…
September 21, 2017

The Federal Reserve met and made two important decisions on policy — balance sheet normalization and the direction of future overnight…

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Fixed Income Total Return Commentary
2Q 2017 — Low Volatility = Too Much Complacency
July 20, 2017

It is hard to believe that a year ago the markets were digesting the surprise Brexit vote. Especially since it has…

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Market Outlook
Mid-Year Market Outlook 2017 Replay
June 14, 2017

Click here for the 2017 Mid-Year Market Outlook Slides 2017 Mid-Year Market Outlook Webinar Replay   Turning Insights Into Action Three strategies... Read More
Fixed Income Total Return Commentary
1Q 2017 — Where Did the Volatility Go?
April 12, 2017

Risk markets performed well across the board in the first quarter of 2017 as the Trump rally trade continued virtually unabated….

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401(k) Commentary
4Q 2016 401(k)
February 2, 2017

Risk-Based Portfolios Navigator Fixed Income For the fourth quarter of 2016, the Navigator Fixed Income portfolio lost 1.72% compared to a…

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Market Outlook
2017 Market Outlook — On Target
January 19, 2017

Executive Summary 2017 S&P 500 target of 2400. Earnings growth of 12 to 15% mitigates valuation concerns. Post-election years tend to…

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Fixed Income Total Return Commentary
4Q 2016 — A Great Year for High Yield . . . as Predicted
January 17, 2017

In our Outlook last year, we stated that “High yield bonds had one of the best risk-adjusted return profiles.” High yield…

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Market Outlook
Market Outlook 2017 Replay
January 5, 2017

  This video was filmed in December 2016. The opinions expressed are those of the Clark Capital Management Investment Team. The... Read More
Portfolio Perspectives
A Focus on Strategy Amid Volatility in Fixed Income
December 1, 2016

While the excitement of equities often earns the headline, it seems fixed income is finally getting the spotlight. This fervor comes…

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401(k) Commentary
3Q 2016 401(k)
November 22, 2016

Risk-Based Portfolios Navigator Fixed Income For the third quarter of 2016, the Navigator Fixed Income portfolio gained 1.41% compared to a…

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Market Update
Trump Wins, Trump Wins — Uh-Oh, What Now?
November 9, 2016

Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in…

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Fixed Income Total Return Commentary
3Q 2016 — High Yield — Party Like It’s…
October 24, 2016

It is often said that the market dislikes uncertainty, and the market has had to deal with a lot of uncertainty…

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