In: Commentaries

Market Moves
Market Moves: Charting Our Strategies, October 2019
November 13, 2019

Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies The market moved higher with U.S. equities back in record-high territory around... Read More
Opportunity Update Commentary
3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997
October 23, 2019

2019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….

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ADR/International Equity Commentary
3Q 2019 — International Equity Continues Long-Term Outperformance
October 18, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.53% gross (5.34% net) versus the gains of 4.45% for the MSCI…

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Market Moves
Market Moves: Charting Our Strategies, September 2019
October 16, 2019

Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies There was a major shift in leadership that occurred early in September... Read More
SMID Cap Core Commentary
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…

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The Soslow Report
3Q 2019 — Stepping on the Gas Heading Downhill
October 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,

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All Cap Core Commentary
3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019

For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…

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U.S. Small Cap Commentary
3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019

For the ten years ending September 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 11.69%…

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SMA Fixed Income Commentary
Q3 2019 SMA Fixed Income Commentary— It’s All I Can Do to Keep Waiting for You…Negative Yields
October 14, 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.

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Tax-Free Fixed Income Commentary
3Q 2019 — Tax-Free Fixed Income
October 14, 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.

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High Dividend Equity Commentary
3Q 2019— A Fork in the Road?
October 14, 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.

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Multi-Strategy Commentary
3Q 2019 — Exaggerated Emotions: Investing in a Late Market Cycle
October 14, 2019

Reading or watching the media in constant conflict regarding both the markets and politics must have an effect on a person’s…

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Fixed Income Total Return Commentary
3Q 2019 — The Pivot is Now Complete
October 8, 2019

Global markets and investor sentiment have been pushed around by news events and concerns over a deteriorating global economic landscape. The…

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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…

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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…

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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…

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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…

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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%…

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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…

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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,

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