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Advisory Solutions Weekly Market Update

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Fixed Income Weekly Bond Market Review

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Equity Opportunities Weekly Market Recap

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Document Thumbnail: The Lead - Benefits of Staying Invested


The Lead - "Benefits of Staying Invested"

  • The performance of equity markets over the past twelve months is impressive – for investors who remained invested.
  • Strategas Research's work shows that if an investor engages in “marketing timing” and misses out on just a few of the best-performing days in “the market,” it can have a pronounced impact on their long-term return profile.
  • Is there further upside in equity markets in 2021? We prefer not to make market predictions, however, Strategas Research provides ample examples of bull markets with greater duration than the one that began in 2020.

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Document Thumbnail: The Lead - Dividend Growth and Rising Rates


The Lead - "Dividend Growth and Rising Rates"

  • With the robust economic recovery underway and the potential for further interest rate increases, we wanted to examine how dividend growth stocks fared in previous periods of rising interest rate environments.
  • According to Ned Davis Research, dividend growers outpaced the return of “the market” as well as other dividend philosophies during periods of rising interest rates.
  • We discuss the foundational benefits of dividend growth investing and its potential to perform well in a rising rate environment.
  • Using Pepsi shares, we provide a case study on the power of dividend growth investing.

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Document Thumbnail: The Lead - “Time for Quality to Shine?”


The Lead - “Time for Quality to Shine?”

  • This past month, Bank of America’s U.S. Equity and Quant Strategy team stated the “long term alpha opportunity has increased to multi-decade highs” for quality investing.
  • According to their research, quality investing works best when the stock market focuses on fundamentals, such as earnings growth, earnings estimate revisions, and valuation.
  • Investors appear more focused on short-term information than long-term information, according to a search of this past quarter’s earnings call transcripts for S&P 500 companies.
  • We believe that taking advantage of this apparent discord between investor interest and the strengths of fundamental investing in quality stocks may offer an advantage as we seek to add value for clients.

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.


Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1 (888) 228-1872 or view our fund information here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. Shares of the Sterling Capital Funds are not deposits or obligations of, or guaranteed or endorsed by, Truist Bank or its affiliates. The Funds are not insured by the FDIC or any other government agency. The Funds are distributed by Sterling Capital Distributors LLC, which is not affiliated with Truist Bank or its affiliates.