In: Commentaries

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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Multi-Strategy Commentary
4Q 2016 — 2016 Defined By Turn in Interest Rates
January 23, 2017

Populism, the Brexit vote, and the election of Donald Trump dominated the news in 2016. While these events dominated the headlines,…

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U.S. SMID Cap Commentary
4Q 2016 — SMID Gains from Market’s Renewed Growth Focus
January 18, 2017

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.42% gross (7.18% net) vs. 6.93% annualized gains…

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ADR/International Equity Commentary
4Q 2016 — Compelling
January 18, 2017

The Navigator International Equity/ADR strategy delivered three-year annualized gains of 3.67% gross (0.61% net) compared to the losses of 1.78% for…

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U.S. Small Cap Commentary
4Q 2016 — M&A Wins Help Navigator Small Cap
January 18, 2017

For the three years ending December 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.72% gross (6.49% net),…

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All Cap Core Commentary
4Q 2016 — Value and Quality Drive All Cap
January 18, 2017

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.67% gross (4.50% net) compared to the…

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The Soslow Report
4Q 2016 — From Tea Party Revolution to…The War of Aggression
January 18, 2017

2016 was marked as a year of surprises in which conservative Populism revolted against the liberal “one world order” agenda. Britons,…

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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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Premier Fixed Income
4Q 2016 — Tears of a Fed
January 4, 2017

As Smokey Robinson might have sung: If there’s a smile on my face, it’s only there trying to fool the public….

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Portfolio Perspectives
Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?
December 15, 2016

Recent market movements offer possible evidence of a major, long-term trend change favoring value stocks. Prior to 2016, for a number…

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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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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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All Cap Core Commentary
3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity
October 21, 2016

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.92% gross (4.75% net) vs Russell 3000…

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Opportunity Update Commentary
3Q 2016 — A (Comparatively) Quiet Time for the Markets
October 19, 2016

Compared to the Brexit-related fireworks at the end of the second quarter, the third quarter was a quiet time for the…

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ADR/International Equity Commentary
3Q 2016 — ADR’s Slight Shift toward Emerging Markets Enhances Return/Risk Trade-Off
October 12, 2016

The Navigator International Equity/ADR strategy delivered three-year annualized gains of 6.94% gross (3.80% net) vs the gains of 0.18% for the…

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U.S. SMID Cap Commentary
3Q 2016 — SMID Misses High Beta Gains
October 12, 2016

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.45% gross (7.21% net) vs 7.77% annualized gains…

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U.S. Small Cap Commentary
3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains
October 12, 2016

For the three years ending September 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.46% gross (6.24% net),…

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The Soslow Report
3Q 2016 — Fire and Water
October 12, 2016

Foreign equities trailed U.S. equities this quarter and the underperformance was not just confined to the drama surrounding Samsung and Deutsche…

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High Dividend Equity Commentary
3Q 2016 — Dividend Growers Take Center Stage
October 10, 2016

One of the biggest contributors to market performance this year continues to be historically low interest rates. The result has been…

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