In: Commentaries

Kazatsky Corner
Tax Reform Impacts Call Into Question Coastal Muni Values
February 13, 2019

Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel…

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Opportunity Update Commentary
4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved
January 28, 2019

The fourth quarter of 2018 began on a positive note, but few knew what turbulence was to come. Markets reached new…

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Multi-Strategy Commentary
4Q 2018 — Playing Defense
January 22, 2019

Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…

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ADR/International Equity Commentary
4Q 2018 — International Equity Remains a Value Opportunity
January 17, 2019

The Navigator® International Equity ADR strategy delivered annualized gains of 3.74% gross (0.68% net) vs. the gains of 0.68% for the…

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U.S. SMID Cap Commentary
4Q 2018 — Compelling Opportunities in SMID Cap
January 17, 2019

Since inception, Navigator SMID strategy delivered annualized gains of 9.72% gross (6.50% net) vs. 8.02% annualized gains for the Russell 2500…

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All Cap Core Commentary
4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019

For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…

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U.S. Small Cap Commentary
4Q 2018 — Small Cap Maintains 5-Year Advantage
January 17, 2019

For the five years ending December 31, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 4.69%…

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The Soslow Report
4Q 2018 — Ignoring the Deafening Noise
January 17, 2019

In late November and early December, we and the markets were concerned with multiple headwinds impacting earnings and thus the near-term…

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High Dividend Equity Commentary
4Q 2018 — A Return to Normal Volatility
January 15, 2019

U.S. equity markets experienced a broad decline on heightened concerns of slowing economic and profit growth, rising wages and tightening monetary…

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Fixed Income Total Return Commentary
4Q 2018 — The Whiplash Market
January 15, 2019

Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…

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Tax-Free Fixed Income Commentary
4Q 2018 — Tax-Free Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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Taxable Fixed Income Commentary
4Q 2018 — Taxable Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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SMA Fixed Income Commentary
4Q 2018 — Fixed Income Underdogs are the Champs of 2018
January 9, 2019

As we head into the fourth and final quarter of 2018, the U.S. fixed income market finished September on slightly weaker ground.

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Portfolio Perspectives
Late Year Correction or Looming Bear Market?
December 21, 2018

What is Clark Capital’s Market Outlook? We believe the recent volatility we’ve been experiencing is a normal market correction within a…

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Kazatsky Corner
2019 Outlook: New Year Should Ring in New Muni Supply
December 5, 2018

December 2018 As we look forward to 2019, our individual sector outlooks are generally stable. However, there are a few points…

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Portfolio Perspectives
Take Five: 5 Questions on Recent Market Volatility
November 30, 2018

1. In your view, what does recent market volatility mean for equities? There are a few components that are currently impacting…

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Kazatsky Corner
11 Months Down… One to Go
November 23, 2018

Supply Down but Rates Run the Show With 2018 coming to a close, we’re taking a look back at the municipal…

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Kazatsky Corner
The Oil Price Connection
November 14, 2018

The municipal bond sector is not immune to volatility in energy prices, specifically, the recent declines in per barrel price of…

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Portfolio Perspectives
How Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018

Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…

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Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

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