ADR/International Equity Commentary

1Q 2017 — ADR’s Quality/Value Bias Remains Compelling

April 17, 2017


The Navigator International Equity/ADR strategy delivered annualized gains of 6.64% gross (3.50% net) vs. the gain of 0.56% for the MSCI…

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The Soslow Report

1Q 2017 — Mission Accomplished?

April 12, 2017


March 2017’s employment statistics gave the Fed plenty to cheer about as the unemployment rate fell to the lowest level in…

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Fixed Income Total Return Commentary

1Q 2017 — Where Did the Volatility Go?

April 12, 2017


Risk markets performed well across the board in the first quarter of 2017 as the Trump rally trade continued virtually unabated….

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Portfolio Perspectives

Returns of Active Bond Funds Stand Above Active Equity Funds

April 7, 2017


This year’s results of Morningstar’s Active/Passive Barometer study presented some interesting but not-too-well-recognized facts. Actively managed bond funds proved their worth…

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High Dividend Equity Commentary

1Q 2017 — Is the Market Rally Long in the Tooth?

April 7, 2017


Despite market participants taking money off the table in March, the S&P 500 Index returned 11.3% from the November U.S. election…

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Premier Fixed Income Commentary

1Q 2017 — Go Your Own Way

April 7, 2017


Raising rates is (or isn’t) the right thing to do. Fleetwood Mac’s iconic 70’s song is about the trouble in a…

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Navigator Insights

What Clients Want: The Case for Collaborative Portfolio Construction

April 5, 2017


These days, the DIY attitude has spread across industries and, more than ever, people are taking on projects themselves that historically…

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Benchmark Review

Benchmark Review & Monthly Recap, March 2017

April 4, 2017


Albeit modest, U.S. stocks posted their fifth consecutive gain during the month of March. The S&P 500 increased 0.12% for the…

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Benchmark Review

Benchmark Review & Monthly Recap, February 2017

March 6, 2017


Stocks added to January’s gains during the month of February as the post-election rally continued. The S&P 500 increased 3.97% for…

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Benchmark Review

Benchmark Review & Monthly Recap, January 2017

February 6, 2017


In a stark contrast with the beginning of last year, U.S. equity markets generated positive returns in January. The S&P 500…

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