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Investments

Fixed Income

Sterling Capital manages institutional assets for a diverse group of clients, including corporate, public, insurance, non-profits, and health care investment pools.

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.

Due to the asymmetric risk/return profile of bonds, we believe in the importance of quantifying risk prior to assessing the potential return of any investment. We analyze risk on both a stand-alone basis and within the portfolio context and firmly believe that when it comes to risk, “if you cannot measure it, you cannot manage it.”

Fixed Income

Insights

12.11.2025 • Charles Wittmann, CFA®

The Lead - More Momentum?

- This year has been witnessed the biggest run for momentum stocks in the past seventy years.
- Within momentum stocks this year what has been working?  We discuss these dynamics.
- This unique environment has offered opportunities to find value in companies with high returns on equity, stable earnings growth and low debt levels.

12.09.2025
Gregory Zage, CFA®, Justin Nicholson

The Sterling Capital VAULT: Passive Investing is NOT Static Investing

Gregory Zage and Justin Nicholson discuss the risks of passive investing.

12.09.2025 • James Kerin, CFA®

The Sterling Capital VAULT: Return of the Term Premium

James Kerin's update on term premium in 2025.

11.14.2025

Viewpoint: Recent developments under the market’s hood (a break in the trend)

With that said, despite increasing signs of panic in the financial press as equity screens flash red, there are several things worth highlighting about this current bout of market volatility that do not yet suggest a mass exodus from stocks, including some that are welcome developments for those more active investors.

11.11.2025 • Charles Wittmann, CFA®

The Lead - The Flat Pause

- We discuss a few examples of investments that experienced a period of relatively flat absolute performance despite creating value over a longer period of time.
- We discuss what contributed to these periods and how these investments unlocked future price appreciation.
- There are similar examples in the current market where we are seeking to identify opportunities.

10.30.2025 • Andrew Richman, CTFA

Fed Cuts Rates Again, But Additional Cuts Are Not Guaranteed

Andy Richman's update following the October Federal Open Market Committee meeting.

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