Navigator® Global Balanced Portfolios
Tactically Navigate the Markets withan Active Global Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
This balanced strategy partially allocates to a broad range of global equities while allocating the remainder to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity. Portfolios consist of 20/80, 40/60, 60/40, and 80/20.
Allocate to areas of the equity markets that are outperforming their peers.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends and move away from lagging trends in:
1) style boxes and factors
2) industry sectors/sub-groups
3) international countries/regions
Seek higher returns with the option to shift to safer fixed income sectors.
The strategy has the ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash. Its asset allocation policy rotates among:
1) low quality debt
2) short-term U.S. Treasuries
3) high quality debt
Attempt to stabilize client portfolios by constraining losses.
A benefit of relative strength is that it not only helps identify market leadership, it may also help investors avoid areas of underperformance.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
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September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
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Monthly Moves
Monthly Moves: Charting Our Strategies, August 2025
September 8, 2025
Broad measures of U.S. and international equities surged to record highs in August, driven by robust earnings that helped offset the drag from rising foreign long-term interest rates. The small-cap Russell 2000 Index led the charge with a 7.1% gain, the S&P 500 advanced 2.0%, and the MSCI All Country World Index ex-U.S. rose 3.5%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, August 2025
September 4, 2025
The Dow Jones Industrial Average achieved new all-time highs in August, finally joining the S&P 500 and NASDAQ Composite with record levels in 2025.
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