In: Strategy Commentaries

Opportunity Update Commentary
3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers
October 20, 2020

2020 has proven to be the one of the most turbulent and challenging years in recent memory and for many investors,…

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SMA Fixed Income Commentary
3Q 2020 SMA Fixed Income Commentary
October 19, 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
3Q 2020 — Tax-Free Fixed Income
October 19, 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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U.S. Small Cap Commentary
3Q 2020 — Small Cap Rallies as Economic Conditions Continue to Improve
October 15, 2020

72.6% of the Navigator® Small Cap portfolio is positioned in small-cap stocks with the balance in mid-cap stocks and cash. Industrials…

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All Cap Core Commentary
3Q 2020 — All Cap Focused on Re-Opening Trends
October 15, 2020

The Navigator® All Cap strategy remains positioned in approximately 67.5% in large-cap stocks and the remainder in mid/small-cap cap stocks and…

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ADR/International Equity Commentary
3Q 2020 — International Equity Continues to Shine in Third Quarter
October 15, 2020

The Navigator® ADR/International Equity remains positioned in approximately 17.4% in emerging markets with the balance in developed economies. Our weight in…

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The Soslow Report
3Q 2020 — The News Diet
October 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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SMID Cap Core Commentary
3Q 2020 — SMID Remains Steady in Third Quarter
October 15, 2020

Navigator® SMID Cap is positioned approximately 63.3% in small-cap stocks with the balance in mid-cap stocks and cash. Industrials are now…

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High Dividend Equity Commentary
3Q 2020— Another Fickle Value Rally?
October 14, 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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Multi-Strategy Commentary
3Q 2020 — Despite Election-Related Concerns, Pro-Cyclical Leadership Persists
October 14, 2020

2020 has been a massive roller coaster for investors, but the third quarter was mostly positive both in terms of market…

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Fixed Income Total Return Commentary
3Q 2020 — Economic Growth Rebounds, but Risks Remain
October 8, 2020

It has been quite a year so far. The markets have endured a global pandemic that caused the deepest recession since…

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Opportunity Update Commentary
2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers
July 22, 2020

Investors’ burgeoning hope and subsequent buying frenzies led to a massive 20% rebound in the S&P 500 and other risk assets…

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Multi-Strategy Commentary
2Q 2020 — Earnings Trough and Central Bank Support Points Towards More Potential Gains
July 14, 2020

After the first quarter’s pandemic-related crash, a market rebound during the second quarter was to be expected. Though that rally came…

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High Dividend Equity Commentary
2Q 2020— One for the Record Books
July 14, 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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SMID Cap Core Commentary
2Q 2020 — SMID Rebounds in a Big Quarter
July 14, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 8.03% gross (4.85% net) vs. 8.20% annualized…

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U.S. Small Cap Commentary
2Q 2020 — Small Cap Rallies with Value and Quality
July 14, 2020

For the past five years ending June 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 2.16%…

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All Cap Core Commentary
2Q 2020 — Diversified All Cap Gains
July 14, 2020

For the second quarter of 2020, the Navigator® All Cap strategy had a return of 19.70% (18.85% net) vs. a 22.03%…

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ADR/International Equity Commentary
2Q 2020 — International Equity Continues to Shine in 2020
July 14, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.90% gross (6.90% net) vs. the gains of 4.97% for the MSCI…

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The Soslow Report
2Q 2020 — Weecovery
July 14, 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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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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