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    March 24, 2022
    Amid rising prices and falling supplies, the “severity of restrictions” will be crucial in determining how many countries buy Russian oil, and that is an “evolving process,” Eric Chenoweth, CFA, Senior Investment Analyst at Scout Investments, told Barron’s. There isn’t a whole lot the Organization of Petroleum Exporting Countries can do in the short run, he said. The group would have to “go through an investment cycle before it is able to add significant capacity beyond what it will reach this year.” Click here to read the full article. (Subscription required.)
     
    March 18, 2022
    “I think the market is pricing in that we’re going to have a little bit more of a prolonged war and uncomfortable situation over in Europe,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told BNN Bloomberg. Commodity prices are elevated, but have come off the extreme levels of a week or two ago, and Orton said he doesn’t expect them to surge higher if the status quo doesn’t change. “But,” he said, “if we see an intensification in the crisis – if there’s more uncertainty that’s put into the market – I think that could be problematic.” Click here for Orton’s thoughts on which parts of the market “aren’t as exposed to some of this uncertainty,” as well as his outlooks for energy, healthcare, regional banks, and international equities.
     
    March 15, 2022
    “The Fed has no good choices in our opinion,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg The Open. “But I think job one is going to be price stability and inflation, and I think inevitably that’s going to push us closer to a slowdown or at least a quarter or two of negative growth.” Click here to watch the interview.
     
    February 28, 2022
    The chances that the U.S. Federal Reserve will raise interest rates by 50 basis points, as opposed to 25, are dwindling, and it’s plausible “the Fed is going to feel like they can’t be aggressive,” Todd Thompson, CFA, Managing Director and Portfolio Co-Manager at Reams Asset Management, told Barron’s. Click here to read the full story. (Subscription required.)
     
    February 27, 2022
    “Be cautious in the near term, but be opportunistic.” That’s the advice that Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Bloomberg Radio that he’s giving clients. Higher-quality sectors that he said he believes are worth a look include energy, financials, and information technology, where there has been significant compression in valuations, especially in the IT space. Click here to hear the full interview, in which Orton also discussed how the war is likely to affect U.S. monetary policy.
     
    February 25, 2022
    "People are looking for protection in the market,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Reuters. Consequently, he said, "There has been a big change in how investors are using options. Last year it was leveraging upside bets via massive out-of-the-money calls. Now, people are using options more to hedge their portfolios, which represents a healthier change." Click here to read the full article.
     
    February 17, 2022
    “There’s probably a regime shift underway to an environment where volatility remains a little bit more elevated,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told BNN Bloomberg. “So the big question then is, how do you protect your portfolio and build the proper asset allocation to move forward? I think the main message is to make sure you have balance between growth and value in the portfolio.” Click here to watch the interview on BNN Bloomberg’s “The Open.”
     
    February 9, 2022
    "I firmly believe that we're at or approaching what I like to call 'peak hawkishness,' " Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Yahoo Finance. "The markets came into this year looking for two rate hikes. We're now pricing in five rate hikes. There's calls for six or seven. Frankly, I think that's a little bit alarmist. When you look at what's happening, the fundamentals of the overall economy are really, really strong." Click here to watch the interview, which also covered Orton's belief that tactical asset allocation will be a key to success in equity investing this year.
     
    January 26, 2022
    “One of the biggest risks for this year is a Fed policy error,” Reams Asset Management Portfolio Manager Todd Thompson told Barron’s. “They’re so late,” he said, in acting on the question of raising interest rates. Read the article here. (Subscription required.)
     
    January 17, 2022
    “Uncomfortable.” That’s how a lot of clients described the first couple of weeks of 2022 to Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers. But Orton urged them to look beyond the volatility, which was mainly roiling technology and higher-duration companies. “There’s a lot of froth at the top,” he told BNN Bloomberg, but “for those who are looking at stocks and looking to be a little bit more active with respect to their asset allocation, which is what we certainly advocate, it presents opportunities and entry points for good quality companies.” Click here to watch the interview.
     
    January 10, 2022
    “Clearly, tech was overdue for a correction,” Eagle Asset Management Portfolio Co-Manager Eric Mintz, CFA, told the Wall Street Journal as government bond yields continued to rise and technology stocks tumbled. “With this pullback, we’re seeing valuations move into more reasonable territory.” Click here to read the article. (Subscription required.)
     
    January 9, 2022
    After a sudden jump in interest rates to start 2022, Matt Orton, CFA, Chief Market Strategist for Carillon Tower Advisers, told Bloomberg Radio that he expects to see less dramatic rate increases and some stabilization in the equity market going forward. Still, he said, “there’s still definitely some room to go with respect to the sell-off we’re seeing in some of the more speculative pockets of the market.” Click here to listen to the interview, which also touched on how the omicron variant could affect the U.S. and global economies during the first part of the new year.
     
    December 31, 2021
    Matt Orton, CFA, Chief Market Strategist for Carillon Tower Advisers, sees reason to be confident about the larger economic backdrop for equities in 2022, but he told BNN Bloomberg’s The Open, “I think it’s going to be more important where you actually allocate your assets within the equity space.” Click here to watch the interview, during which Orton also discussed the strength of megacap technology and opportunities in healthcare.
     
    December 28, 2021
    “Overall I’m very, very optimistic for where we can go next year,” Matt Orton, CFA, Chief Market Strategist for Carillon Tower Advisers, told Yahoo Finance Live. “We have a strong economic backdrop moving into 2022, and most importantly, and what I emphasize to our clients, is you have to consider earnings growth.” Click here to watch the interview, which also touched on small cap investing, sectors to watch, and the future of healthcare.
     
    December 22, 2021
    “I think the Fed is going to have to respond to the inflation pressures that are building,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg TV’s Real Yield. “This is a political thing now. The man and the woman on the street, they see price levels high. Rate of change in inflation may slow, but this is a regressive tax on many, many Americans, and it’s curtailing a lot of the fiscal agenda, so I think the Fed is front and center. I see three hikes in 2022.” Click here to watch the interview, which also touched on the future of global supply chains, opportunities in the capital markets, and risks for the bond market in 2022.
     
    December 5, 2021
    When inflation persists, industrial companies can raise prices to protect their profits from higher material costs, James Camp, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Barron’s. Click here to read the article. (Subscription required.)
     
    December 2, 2021
    The growing concentration of small-cap companies in a handful of sectors and industry groups means that “if those sectors aren’t working or there’s issues within those sectors, you’re going to have problems, and that’s exactly what’s been happening,” Carillon Tower Advisers Chief Market Strategist Matt Orton, CFA, told Bloomberg TV. Click here to watch the full interview.
     
    November 26, 2021
    Despite the omicron selloff, Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Cheddar News, “I’m still very optimistic on where the market goes heading into the end of the year and starting out 2022, because the fundamental backdrop I don’t really think changes much as a result of this.” Click here to watch the entire interview. (Matt Orton is not a portfolio manager and does not make buy and sell decisions. No investments mentioned are recommendations.)
     
    June 30, 2021
    “I think [inflation] is going to be with us for a little bit longer than perhaps the Fed is signaling,” said James Camp, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. “It all comes down to what the data is going to tell us.” Click here to watch Camp’s full appearance on Yahoo! Finance.
     
    June 17, 2021
    Wage pressures could force the U.S. Federal Reserve to move sooner on interest rates than it expects, says Todd Thompson, CFA, Managing Director at Reams Asset Management. Click here to read his thoughts in Reuters’ article “Analysis: As Fed taper inches closer, investors prepare for volatility ahead.”
     
    June 8, 2021
    The 10-year Treasury could rise to 2.5% by the end of the year, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. Click here to read his thoughts on the fixed income market in S&P Global Market Intelligence.
     

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