Cliff Notes on the Economy

Quarterly Economic and Market Review and Outlook

Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.

Economic Review and Outlook — Glenn Dorsey, CFA®, CAIA, Senior Vice President, Client Portfolio Manager

Economic Gauges

Our latest assessment of key economic indicators

The opinions expressed are those of Clark Capital’s Investment Team and are subject to change without notice.

Implications and Investing Ideas for Today’s Markets

We believe that fundamentals are what matter in the long run, and current fundamentals are positive. Consider these five active strategies to help clients focus on long-term goals and objectives, and not volatility.

Focus on the Fundamentals:

Navigator® International ADR

International stocks are currently cheaper than U.S. securities and should benefit from accommodative central banks and improving performance as U.S. trade issues are resolved. Navigator® International ADR can help investors seeking global growth through disciplined, bottom-up stock selection.

Navigator® Taxable Fixed Income

As interest rates rise, we favor credit exposure over interest rate exposure. Navigator® Taxable Fixed Income can help investors get the most out of a flattening yield curve. Individual bonds can be held to maturity, generating cash flow and returns.

Take a Tactical Approach:

Navigator® Fixed Income Total Return

As interest rates rise, we believe high yield is positioned to outperform. Navigator® Fixed Income Total return takes a tactical approach to actively manage risk in changing rate environments.

Navigator® U.S. Style Opportunity

As the equity markets ebb and flow through a cycle, individual market styles and capitalization within the economy perform differently. With the ability to allocate between small, mid, and large cap stocks, Navigator® U.S. Style Opportunity can allocate to the areas of the market we believe to be the most rewarding.

Navigator® MultiStrategy

Combining our Navigator® Fixed Income Total Return and Navigator® U.S. Style Opportunity strategies can help investors access a variety of growth opportunities while guarding against undue risk. The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75.

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