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 Gauges

Our latest assessment of key economic indicators

The opinions expressed are exclusively the opinions of the author(s) and do not necessarily reflect the views of Clark Capital Management Group.

Implications and Investing Ideas for Today’s Markets

Consider these actively managed strategies to help your clients focus on long-term goals and objectives, and not volatility.

Focus on the Fundamentals:

Navigator® High Dividend Equity

As we expect to see elevated levels of capital market volatility in 2020, high quality stocks may outperform their lower quality peers. Navigator® High Dividend Equity seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future.

Navigator® International ADR

International stocks have at times traded at cheaper valuations than U.S. stocks. We believe in most circumstances, an allocation to international companies is an important part of a diversified equity portfolio. Navigator® International ADR can help investors seeking global growth through disciplined, bottom-up stock selection.

Navigator® Taxable Fixed Income

Opportunistic positioning and thoughtful credit selection can help investors get the most out of a changing rate environment. Navigator® Taxable Fixed Income utilizes individual bonds, which can be held to maturity, generating cash flow and returns.

Navigator® Tax Free Fixed Income

In our view, municipal bonds continue to provide some of the best credits in the global fixed income arena. Navigator® Tax-Free Fixed Income utilizes an active approach that seeks to take advantage of opportunities by building par value.

Take a Tactical Approach:

Navigator® U.S. Style Opportunity

As the equity markets ebb and flow through a cycle, individual market styles and capitalizations may perform differently. With the ability to allocate between small, mid, and large-cap stocks as well as between growth and value, 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.

Navigator® Global Tactical

We believe a rapidly changing global marketplace demands a tactical approach. Navigator® Global Tactical utilizes a quantitatively-based relative strength process that seeks to provide growth while protecting investors from undue risk.

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