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
03.11.2026 • Charles Wittmann, CFA®
The Lead - Signposts for Quality Improvement
- This month we look back in history for signs when quality stocks began to experience relative performance improvement trends. - We identify two themes and provide a perspective on the current environment. - Finally, we assess current valuations of higher quality stocks versus lower quality across a variety of metrics.
02.11.2026 • Charles Wittmann, CFA®
The Lead - Stability in a Dynamic Market
This month we examine another determinant of “quality” in stocks, stability. - We provide perspective of this characteristic to understand its performance in this dynamic market. - We find stocks with low volatility and high earnings stability were challenged last year and particularly in 4Q25, explaining performance of strategies focused on quality. - Finally, we describe why measurements of quality incorporated stability into their assessment as a key investment principle.
01.13.2026 • Charles Wittmann, CFA®
- Stocks with quality characteristics experienced a challenging 2025. - We put quality stock performance in perspective relative to other styles and historically. - We also discuss reasons why quality tends to perform differently from risk (beta).
12.11.2025 • Charles Wittmann, CFA®
- 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.
