In: Commentaries

Kazatsky Corner
Municipal Market News: What We’re Reading
August 23, 2019

Our roundup and recap of the most relevant municipal bond market news:

Read More
Kazatsky Corner
Municipal Market News: What We’re Reading
August 8, 2019

Our roundup and recap of the most relevant municipal bond market news:

Read More
Clark Capital Perspectives
Delivering Better Outcomes: Today’s Top Advisors Are Doing These 3 Things
July 24, 2019

Today, the demand for financial advice has never been greater. The rapidly increasing number of baby boomers approaching retirement, coupled with…

Read More
Opportunity Update Commentary
2Q 2019— Stocks Say We Are in Paradise, but Bonds Say Something Else — Which Is Right?
July 17, 2019

Markets staged a fierce rally in the first quarter and followed through with further gains in the second quarter, despite a…

Read More
Multi-Strategy Commentary
2Q 2019 — Range of Outcomes as Wide as Ever — but Be Sure to Include a Continuing Bull Market
July 16, 2019

What a turnaround it has been for markets over the last six months. December saw a fierce decline driven by fears…

Read More
U.S. SMID Cap Commentary
2Q 2019 — SMID-Cap Steady
July 16, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.50% gross (8.23% net) vs. 10.42% annualized…

Read More
ADR/International Equity Commentary
2Q 2019 — International Equity Continues to Shine in Second Quarter
July 16, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 5.19% gross (2.09% net) vs. the gains of 2.16% for the MSCI…

Read More
U.S. Small Cap Commentary
2Q 2019 — Small Cap Rallies with Value and Quality
July 15, 2019

For the five years ending June 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.37%…

Read More
All Cap Core Commentary
2Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
July 15, 2019

Per our notes in the commentary Avalon on the extreme and persistent outperformance of large-cap and growth stocks at the detriment…

Read More
The Soslow Report
2Q 2019 — Avalon
July 15, 2019

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,

Read More
Tax-Free Fixed Income Commentary
2Q 2019 — Tax-Free Fixed Income
July 11, 2019

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.

Read More
High Dividend Equity Commentary
2Q 2019— The Search for Yield Continues
July 11, 2019

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.

Read More
SMA Fixed Income Commentary
Q2 2019 SMA Fixed Income Commentary— How Can You Just Leave Us Standing? Alone in a World with Rates so Low…
July 11, 2019

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.

Read More
Taxable Fixed Income Commentary
2Q 2019— Taxable Fixed Income
July 10, 2019

Fixed income returns were robust during the quarter based on the Fed’s change in messaging to a dovish stance.

Read More
Fixed Income Total Return Commentary
2Q 2019 — The Pivot is Almost Complete
July 10, 2019

“Don’t fight the Fed” is a common axiom among investors that has relevance in today’s market environment. After a brief trade…

Read More
Portfolio Perspectives
Late Year Correction or Looming Bear Market? Copy
May 16, 2019

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

Read More
All Cap Core Commentary
1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
April 18, 2019

For the first quarter of 2019, the Navigator® All Cap strategy had a gain of 9.81% gross (9.01% net) versus a…

Read More
U.S. Small Cap Commentary
1Q 2019 — Small Cap Rallies with Value and Quality
April 16, 2019

For the five years ending March 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.49%…

Read More
ADR/International Equity Commentary
1Q 2019 — International Equity Continues to Shine in 2019
April 16, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 5.98% gross (2.85% net) vs. the gains of 2.57% for the MSCI…

Read More
U.S. SMID Cap Commentary
1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead
April 16, 2019

Since inception, the Navigator SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.67% gross (8.39% net) vs. 10.34% annualized…

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe