



05.12.2022
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.

04.06.2022
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.

03.07.2022
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.