Latest News

Weekly Market Update

February 20, 2018

  • U.S. economic reports scheduled to be released this week include Existing Home Sales, Leading Indicators and the Federal Open Market Committee Minutes.
  • Non-U.S. economic reports for the week include Manufacturing data in the Eurozone, Japan and Germany along with Gross Domestic Product (GDP) in Germany and the United Kingdom.
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Tax Reform Insights and Implications

February 8, 2018

The most significant change to the U.S. tax code in over 30 years became official when the Tax Cuts and Jobs Act was signed into law on December 22, 2017.

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The Return of Equity Market Volatility



After an almost unprecedented period of record low equity market volatility that began in late 2016, equity markets have experienced a sharp reversal from record highs set in late January 2018.

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The Lead

February 5, 2018

  • Making short term market forecasts can be fraught with challenges, we prefer to “know what we know.”
  • 2017 was a tough year for forecasters on Wall Street and leading magazines, whether it was market appreciation or the direction of the U.S. dollar.
  • We prefer to own a collection of unique stocks at unique prices that “dare to be different” from “the Market.”
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The Federal Reserve: Transition of Leadership



Jerome “Jay” Powell has officially taken over leadership of the Federal Reserve, becoming the 16th chairman of the FOMC.

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Sterling Capital Funds Introduces the R6 Share Class

February 2, 2018

The Sterling Capital Funds added the R6 share class for seven of its mutual funds which offers eligible clients a share class without shareholder servicing fees or sales charges.

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Sterling Capital Behavioral International Equity Fund Marks Three-Year Anniversary

January 23, 2018

Sterling Capital Behavioral International Equity Fund has ranked near the top of its peers in its respective Morningstar Foreign Large Value Category (based on total returns) for the three-year trailing period as of Dec. 31, 2017. The Fund’s Institutional shares class (SBIIX) received an overall five-star Morningstar Rating™ (based on risk-adjusted returns) and finished in the top 11 percent (out of 265 funds in its peer category) for the three-year period ending Dec. 31, 2017.

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Sterling’s Head of Quantitative Research, Kevin J. Stoll, CFA®, recently authored an article that was published in the Journal of Fixed Income.

June 27, 2017

Sterling’s Head of Quantitative Research, Kevin J. Stoll, CFA®, recently authored an article that was published in the Journal of Fixed Income. The article, titled “A Conditional Variance Model of Corporate Bond Excess Return Distributions,” presents a method for predicting the volatility of corporate bonds.

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Sterling’s own L. Joshua Wein featured in an interview with The Wall Street Transcript

June 8, 2017

Sterling’s own L. Joshua Wein, CAIA® was recently featured in an interview with The Wall Street Transcript, which publishes “in-depth interviews for investors.”

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Sterling Capital Stratton Real Estate Fund Ranks at Top of Morningstar Peers

April 25, 2017

Sterling Capital Stratton Real Estate mutual fund has ranked near the top of its peers in its respective Morningstar Real Estate Category based on risk-adjusted returns.

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