In: Strategy Commentaries

Fixed Income Total Return Commentary
2Q 2020 — Whiplash
July 10, 2020

It’s hard to believe 2020 is half over. I think most people probably wish it was already over and in the…

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SMA Fixed Income Commentary
2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared
July 8, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
2Q 2020 — Tax-Free Fixed Income
July 8, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Opportunity Update Commentary
1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020

When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…

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Multi-Strategy Commentary
1Q 2020— Coronavirus Pain: “Essential” Versus “Non-Essential”
April 23, 2020

Who could have predicted that the first quarter of 2020 would go down in the record books as the worst first…

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High Dividend Equity Commentary
1Q 2020— Dividend Stocks Reset Expectations
April 21, 2020

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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ADR/International Equity Commentary
1Q 2020 — International Equity’s Lower Risk Profile Shines
April 20, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 0.22% gross (-2.74% net) vs. the loss of -0.64% for the MSCI…

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All Cap Core Commentary
1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020

For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…

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The Soslow Report
1Q 2020 — Survival Requires Change
April 20, 2020

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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U.S. Small Cap Commentary
1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020

For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…

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Tax-Free Fixed Income Commentary
1Q 2020 — Tax-Free Fixed Income
April 16, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
Q1 2020 SMA Fixed Income Commentary— The Economy: Saved by Zero
April 15, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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SMID Cap Core Commentary
1Q 2020 — Survival Requires Change
April 15, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 5.49% gross (2.37% net) vs. 4.91% annualized…

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Fixed Income Total Return Commentary
1Q 2020 — Coronavirus Turmoil
April 8, 2020

The U.S. economy came into the year on solid footing with jobless claims and the unemployment rate hovering near 50-year lows,…

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Opportunity Update Commentary
4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities
January 15, 2020

While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…

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The Soslow Report
4Q 2019 — A Faster Gondola
January 15, 2020

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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Multi-Strategy Commentary
4Q 2019 — Failed Recession Fears Highlight 2019’s Climb of the Wall of Worry
January 15, 2020

2019 represented a tremendous turnaround year. As of January 4th, market psychology turned quickly and the Fed turned strongly dovish, which…

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SMA Fixed Income Commentary
Q4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music
January 15, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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High Dividend Equity Commentary
4Q 2019— The Power of Dividends
January 15, 2020

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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Tax-Free Fixed Income Commentary
4Q 2019 — Tax-Free Fixed Income
January 15, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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