Sterling Capital
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 426 Morningstar Intermediate-Term Bond funds as of 05.31.2024.
Insights
Equity Opportunities Weekly Market Recap
Read this week's commentary of the Equity Market.
Insights
Are the S&P 493 and Small Caps Well-Positioned for Attractive Performance?
During the calendar year of 2023, the “Magnificent Seven” (M7) of Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla rallied 111% on average, outperforming the S&P 500® Equal Weight Index (+14% total return for 2024) by 97%, leading to an all-time high concentration for the seven largest stocks in the S&P 500® Index.
Sterling Capital
Investments
Mutual Funds
Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.
ETFs
Exchange-Traded Funds offer you long-term appreciation including diverse-owned and U.S. large and mid-cap-focused strategies.
SMAs
Separately Managed Accounts give you diversification like mutual funds - you own the securities as opposed to a single fund.
Advisory Solutions
Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.
07.02.2024
Sterling Capital Management LLC joins Guardian Capital Group Limited
Sterling Capital Management LLC announced today the completion of its acquisition by Guardian Capital LLC, a wholly-owned subsidiary of global asset manager Guardian Capital Group Limited.
06.27.2024 • Jeffrey Ormsby, CFA®
Fixed Income and Federal Reserve Rate Cuts: How Should We Expect Fixed Income to Perform?
As one would expect, in most historical periods where interest rates were declining, fixed income total return has been good, with investors capturing the coupon income as well as benefiting from the increase in prices as rates fall. Looking at the history of the Bloomberg Aggregate Bond Index since 1988, in the previous five Federal Reserve (Fed) rate-cutting cycles, the index posted annualized returns averaging north of 8%.
06.13.2024 • Andrew Richman, CTFA
When It Comes to Fed Policy, Follow the Data, Not the Dots
Andy Richman's update on the June Federal Open Market Committee meeting.
06.05.2024 • Charles Wittmann, CFA®
The Lead - "An Indicator of Business Confidence"
- Several notable companies have elected to inaugurate a quarterly dividend this year, while 47 companies in the U.S. stopped paying dividends during the COVID-19 crisis and have yet to reinstitute one. Why? - We would suggest it comes down to the ability to pay an ever-increasing dividend alongside their confidence in their business’s future. - In the current period of fewer dividend initiations, slower dividend growth in the market, and household names cutting their dividends, we believe there are several lessons to learn.
05.31.2024
Today Sterling Capital announces the resignation of Shawn M. Gallagher, CFA®, Co-Portfolio Manager of the firm’s Mid Cap Relative Value and Real Estate strategies, effective immediately. Andrew T. DiZio, CFA®, who served as Co-Portfolio Manager on both strategies, will now serve as sole Portfolio Manager for both strategies, effective immediately.
05.07.2024 • Charles Wittmann, CFA®
The Lead - "Dividends for Offense and Defense"
- What could be a catalyst for dividend yielding equities in 2024? - We discuss three considerations: inexpensive valuations relative to history; valuations for dividend yield versus growth; and how both have a history of performing well after positive economic surprises. - Why do dividend payers perform well as the economy surprises to the upside? We provide several possible reasons.
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