Sterling Capital Management LLC

How a company manages the capital we provide to them as equity investors provides us with insight into their business acumen, their priorities, and their ability to plan growth for their business. We believe one of the beauties of dividend growth investing is that companies with a history of sharing their earnings through dividend payments to their shareholders, and increasing those dividends, provides us with valuable insight into their priorities and their ability to pay amounts that may grow over time. To read more, click here: https://lnkd.in/diEhS-c #Investing #InvestmentManagement

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U.S. large-cap equities (S&P 500 Index) rose +2.3% as the U.S. and Iran appeared to be nearing an agreement on a 14-point memorandum of understanding (MOU) that is under negotiation between President Trump and Iranian officials. The artificial intelligence (AI) demand and ongoing capital expenditure (capex) spending supported strong earnings from semiconductor stocks and boosted sentiment for AI-related companies. To read more of this week’s economic updates, take a look at our Weekly Market Recap: https://lnkd.in/dNq-E2u #EconomicUpdate

U.S. large-cap equities (S&P 500 Index) rose +0.6% as the blended earnings growth rate for S&P constituents topped 27% and the percentage of companies beating earnings per share (EPS) expectations remains above historical averages. Big tech earnings (Google, Amazon, Microsoft, and Meta) were broadly supportive of the artificial intelligence (AI) narrative, with strong demand and elevated capital expenditure (capex), though ongoing concerns around the return on investment (ROI) for AI capex is still top of mind. To read more of this week’s economic updates, take a look at our Weekly Market Recap: https://lnkd.in/dNq-E2u #EconomicUpdate

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U.S. large-cap equities (S&P 500 Index) rose +0.6% as President Trump extended the U.S.- Iran ceasefire deadline, which seemed to provide a tailwind to stocks. We believe the strong Q1 earnings season was a key driver of stocks as the blended earnings growth rate for S&P constituents topped 15%. To read more of this week’s economic updates, take a look at our Weekly Market Recap: https://lnkd.in/dNq-E2u #EconomicUpdate

-Fourth quarter gross domestic product (GDP) was revised lower from initial estimates, taking year-over-year growth down to 2.0%. Growth in Europe and Japan also moved lower last quarter and is lagging the U.S. -The U.S. unemployment rate decreased to 4.3% as job growth improved in March relative to February. -Year-over-year, U.S. core inflation increased to 2.6% in March but is down from 3.2% at the start of 2026. Year-over-year inflation in Europe is 2.2% while inflation in Japan remains relatively low. To read more of our investment perspectives on market events, economic data and developing themes in our monthly global capital markets review, click here: https://lnkd.in/eMa_H5Kv #EconomicUpdate #Equity #FixedIncome