Category: Sterling

THE MONTH IN BRIEF Wall Street shifted its focus from trade to earnings in April. On that front, the news was good: through April 26, first-quarter results for S&P 500 firms had beaten expectations by 5.3%, a bit better than the historical average of 4.8%. A strong first-quarter gross domestic product reading and solid consumer…

THE MONTH IN BRIEF The Federal Reserve altered its outlook on interest rates in March, and the stock and bond markets certainly took notice. Both the Fed and the European Central Bank communicated that they saw economic growth moderating. Even so, the S&P 500 managed to advance 1.79% for the month. Trade talks continued between…

THE MONTH IN BRIEF December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping 10.16% for the month. Appetite for risk declined here and abroad in the face of tariffs, concerns about the Federal Reserve raising interest rates too quickly, a federal government shutdown, and…

In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. Monthly Economic Update THE MONTH IN BRIEF December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping 10.16% for…

Sterling Global Strategies January Newsletter: SGS wishes everyone a healthy and prosperous 2019! 2018 was a tough year for investing in general and for equities in particular. The S&P 500 was down 6.21 percent and the DJIA finished the year -5.63 percent. International equities had an even worse 2018 as International developed equities (EFA) lost 13.81 percent…

COMMENTARY The S&P 500 has recovered to new highs after the February-April slump that took markets down just over 10% at the beginning of the year. Despite the NASDAQ and S&P 500 eclipsing the January highs and seemingly providing the “all clear” signal for risk-on, the DOW and the NYSE Composite index remain below their…

The bond strategy was designed to potentially outperform during a rising interest rate environment by rotating between emerging market bonds, international bonds, domestic high-yield and investment grade bonds, TIPS, and cash. The strategy employs a risk management tool that allows 100% cash exposure during declining bond markets. Click the Button to Discover More

Sleeve Manager Update: https://www.sterling-gs.com/ Below is a replay of our June 27th, 2018 webinar with Sterling Global Strategies. Sterling Global Strategies was created to provide investment options that may significantly reduce downside risk, with the ultimate goal of attempting to produce positive returns every calendar year. All of Sterling’s strategies can be added via the sleeve…

Sterling’s strategies have had the best start relative to their benchmarks in the past several years… As of the end of June, Tactical Rotation is up approximately 3% YTD. With WTI Crude Oil up over 18% YTD, commodities have been an excellent place to be invested in 2018 and Tactical Rotation as well as Global…

May turned out to be the second best month of 2018 behind January… which isn’t saying much given the weak performance in February, March and April. Contrary to the famed “sell in May” narrative, it turned out to be a positive month for US Equities. Does this mean the worst six months and the mid-term…

Carlsbad, CA, 1Q, 2018–Sterling Global Strategies today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN manager database for their Tactical Rotation Strategy. “We are extremely excited about are Strategy’s performance and having it be recognized as Top Gun by prestigious PSN Informa is icing on the cake.  Our…

Sterling Global Strategies is one of our newer managers based in Carlsbad, CA. The Sterling Global Allocation Strategy combines three of their investment methodologies into one all encompassed investment vehicle. The proportional allocation is 50% to Sterling Tactical Rotation, 30% to Sterling Emerging Markets Strategy, and 20% to Sterling Tactical Bond Strategy. The Tactical Rotation…