Overview
Our primary goals are long-term, consistent investment performance and exceptional client service. We achieve these goals by maintaining a consistent process for managing risk and a complete focus on developing strong client relationships.
Sterling Capital's Fixed Income team strives to deliver consistent, superior risk-adjusted performance over time through a multi-faceted approach to investing. Based on our team's forecast for the broader economy and specific market sectors, we utilize a variety of strategic and tactical levers that allow us to construct portfolios for any type of market environment.
Fixed Income
Insights
04.03.2025 • Charles Wittmann, CFA®
- Economic sectors associated with value stocks, such as industrials and financials, have seen their quality measurements improve. - With slowing economic growth and persistent inflation leading to “stagflation” concerns, what type of equity investments tend to shine? - We show how quality companies that pay dividends and repurchase their shares have differentiated themselves in similar periods.
03.28.2025 • James Kerin, CFA®
Introduction to Collateralized Loan Obligations
Collateralized loan obligations (CLOs) are actively-managed securitized pools of leveraged loans, providing floating-rate exposure to corporate credit risk.
03.21.2025 • Andrew Richman, CTFA
Fed Lowers Growth Outlook But Raises Inflation Expectations
Andy Richman's update on the March Federal Open Market Committee meeting.
03.17.2025
Press Release: Sterling Capital Launches Enhanced Core Bond ETF
Sterling Capital Management LLC (Sterling Capital) is pleased to announce the launch of the Sterling Capital Enhanced Core Bond ETF (BATS: SCEC). The Enhanced Core Bond ETF is the first fixed income exchanged-traded fund launched by Sterling Capital since the firm launched its active ETF platform in 2020. It is also the first product launched by Sterling Capital since its acquisition by Guardian Capital Group Limited last year.
03.07.2025 • Charles Wittmann, CFA®
- For the past two years, investors have experienced a powerful price momentum-driven market. - Price momentum supported by earnings revisions typically have a tight relationship coming out of a recession, but 2024 was different. - We explore the recent inverse relationship between momentum and dividend payers over this month and the past year.
02.28.2025
Sterling Capital Equity Announcement
Today Sterling Capital Management LLC announced the firm has made the difficult decision to close the Mid Cap Fundamental Value investment strategy.
Explore
