Market Moves: Charting Our Strategies, January 2020
February 12, 2020Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies The broad market trends of the past several years continued to assert... Read More
Benchmark Review & Monthly Recap, January 2020
February 5, 2020Coronavirus Derails Strong Start to January HIGHLIGHTS: The stock market rally continued from the end of 2019 into January with equities…
Read MoreCoronavirus Catalyst
January 30, 2020In our 2020 Market Outlook, we stated a couple of concerns coming into the year including excessive short-term investor sentiment and…
Read MoreMarket Moves: Charting Our Strategies, December 2019
January 16, 2020Clark 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
4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities
January 15, 2020While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…
Read More4Q 2019 — A Faster Gondola
January 15, 2020In 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 More4Q 2019 — Failed Recession Fears Highlight 2019’s Climb of the Wall of Worry
January 15, 20202019 represented a tremendous turnaround year. As of January 4th, market psychology turned quickly and the Fed turned strongly dovish, which…
Read MoreQ4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music
January 15, 2020If 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 More4Q 2019— The Power of Dividends
January 15, 2020The 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 More4Q 2019 — Tax-Free Fixed Income
January 15, 2020A 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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