Navigator® Tactical Investment Grade Bond
Navigate Fixed Income with a Tactical Approach
Allocation
- Core Fixed Income, Fixed Income, Tactical Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Goal: Provide investors the potential for higher returns by identifying market leadership and constantly pursuing alpha.
The strategy utilizes a relative strength, momentum based approach to identify the leading fixed income sector(s).
Goal: Manage portfolio risk through the ability to shift to safer fixed income sectors when necessary.
The strategy seeks to minimize downside risk through its ability to shift out of investment grade corporate fixed income when needed and invest in higher quality debt and/or cash.
Goal: Utilize a quantitative and repeatable investment process that seeks to maintain a durable portfolio through various market cycles.
The strategy utilizes a tactical asset allocation policy that seeks to rotate among Investment Grade Corporate Fixed Income, U.S. Treasuries, and cash equivalents.
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Related Insights
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As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
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New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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