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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 - Real Dividend Growth


The Lead - "Real" Dividend Growth

  • This month, we discuss how the S&P 500’s dividend growth has tended to outpace inflation over time.
  • During certain periods, such as the 1970s, higher inflation can challenge the ability of 'the market' to grow dividends ahead of the rate of inflation.
  • We go back in history to examine how a high quality, market-leading company at the time was able to grow dividends ahead of inflation due to its strong brands and mission-critical products.

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Document Thumbnail: The Lead - A Tried and True Game Plan


The Lead - "A Tried and True Game Plan"

  • Do dividend paying stocks have the ability to “run the gauntlet” of interest rate hikes? If so, what may be the best ones to own if we look back at prior rate tightening cycles? 
  • We provide a chart that shows how dividend payers outperformed by over 6% and have done so 75% of the time going back to 1973. 
  • Historically using the same Ned Davis Research methodology, high growers outperformed low growers close to 7% 24 months after the first rate hike, 71% of the time. 
  • Our Sterling Capital Equity Income strategy not only owns dividend paying stocks, but those that grow at faster rate. 

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Document Thumbnail: The Lead - Dividends Valued in 2022


The Lead - "Dividends Valued in 2022"

  • Dividend payers have experienced a strong start in 2022 relative to non-divided paying stocks.
  • With the prospects of higher inflation and interest rates, investors are beginning to revisit the idea of looking at equities in terms of their duration and reinvestment risk.
  • Within the Sterling Capital Equity Income strategy we believe clients can benefit from value creation in both the near and long term. 

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Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated 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.