4th Quarter Economic and Capital Market Review
Gauging the Economy
4th Quarter 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.
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:
We believe that investors seeking long-term growth across U.S. market capitalizations may benefit from a disciplined and consistent approach. Navigator® All Cap Core U.S. Equity actively seeks to identify what we believe are high quality, undervalued companies with improving business prospects.
During times of heightened volatility, 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.
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.
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.
We believe that fundamental analysis can provide greater value than speculating through interest rate forecasting. Navigator® Tax-Free Fixed Income utilizes an active approach that seeks to take advantage of opportunities by building par value.
Take a Tactical Approach:
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.
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.
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.