Market Moves
Market Moves: Charting Our Strategies, December 2019
January 16, 2020
Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies Dividend stocks kept pace with the strongest U.S. market in six years... Read More
Opportunity Update Commentary
4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities
January 15, 2020

While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…

Read More
The Soslow Report
4Q 2019 — A Faster Gondola
January 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,

Read More
Multi-Strategy Commentary
4Q 2019 — Failed Recession Fears Highlight 2019’s Climb of the Wall of Worry
January 15, 2020

2019 represented a tremendous turnaround year. As of January 4th, market psychology turned quickly and the Fed turned strongly dovish, which…

Read More
SMA Fixed Income Commentary
Q4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music
January 15, 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.

Read More
High Dividend Equity Commentary
4Q 2019— The Power of Dividends
January 15, 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.

Read More
Tax-Free Fixed Income Commentary
4Q 2019 — Tax-Free Fixed Income
January 15, 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.

Read More
Taxable Fixed Income Commentary
4Q 2019— Taxable Fixed Income
January 15, 2020
Jamie MullenSenior Portfolio Manager As 2018 came to close, volatility was in high gear and we closed with the following statement,... Read More
Market Outlook
2020 Market Outlook Commentary
January 15, 2020

Recession Risks or Market Myths? Highlights: We believe: The U.S. economy will continue to grow, and our projection for the S&P…

Read More
U.S. Small Cap Commentary
4Q 2019 — Small Cap Rallies with Russell 2000
January 13, 2020

For the 12 months ending December 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered gains of 26.51% gross…

Read More