Navigator® Taxable Fixed Income Core
Navigate the Bond Markets with a Strategic Approach
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Goal: provide a high level of total return by investing in corporate, government bonds and mortgage-backed securities.
The portfolio seeks to add value through a rigorous relative value investment discipline to capitalize upon shifting credit cycles, yield curve inefficiencies and undervalued sector opportunities.
Goal: Navigate all market environments through a flexible and adaptable approach
We believe that active management supported by in-depth, internally generated research is the best way to pursue superior risk adjusted performance results with greater consistency and lower volatility of returns.
Goal: Provide broad fixed income exposure to help investors generate income
We focus on the fundamental elements that create value in fixed income portfolios throughout market cycles and seek to identify market inefficiencies in the valuation of risk and reward in order to generate income in changing interest rate environments.
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Related Insights
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3rd Quarter 2026 Economic and Capital Market Review
October 20, 2026
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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Monthly Moves
Monthly Moves: Charting Our Strategies, September 2026
October 5, 2026
The defining developments during September were another synchronized backup in global bond yields and the Federal Reserve's first rate hike since July 2023. Interest rates rose approximately 0.50% across the U.S. Treasury curve from 2 years, 5 years, and 10 years pushing broad equity indices down, while large-cap indices demonstrated notable resilience. Large-cap growth equities advanced 2.16%, carried by semiconductors and a handful of mega-cap AI leaders. That performance masked significant damage beneath the surface.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2026
October 5, 2026
Large-cap growth stocks were the one pocket of strength in September as most other areas of the market declined. Small caps struggled the most as investors worried that higher rates could impact smaller companies more acutely as these businesses tend to raise capital more frequently than larger companies; therefore, rising rates hurt – a classic Wall Street trade.
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