Our Thinking

Explore insights, research and context on investing and markets
from our investment teams. We hope their diverse viewpoints and
experience can help inform your investment decisions.

Insights


The latest commentary on factors affecting the markets and investors’ portfolios

Municipal Bonds: A Window of Opportunity

This is arguably the most challenging period in history for bonds. It also might be just the time to focus on the opportunities.

Markets in Focus

Timely analysis of market moves and sectors of opportunity

The Markets in Focus Podcast

Discussions focused on the latest trends and developments driving the markets.

Can Powell take back the narrative?

Hawkish pivots and talk around even more aggressive hikes are unsettling to the market.

The Fed’s inflation challenge

The issue for the Fed is how to tighten into a potential slowdown.

Corrections are healthy, panicking is not

Recessions and bear markets go hand in hand

War in Europe

Asymmetrical impacts to economies and markets

History, geopolitics, and Eastern Europe

Understanding the situation in Eastern Europe

Stay the Course

Inflation and rising rates may tempt investors to sell their bond allocation. That’s risky, says Eagle Asset Management.

Looking ahead

The Reams Asset Management looks ahead at the investment opportunities and challenges in 2022 in this annual outlook piece.

Shifting consumer preferences

Changes in consumer habits from e-commerce to new forms of payment are drivers of growth.

Sustainable Investing

Sorting out the facts vs. myths of environmental, social, and governance based investing

A growing divide in small caps

Sorting out opportunities among the haves and the have-nots in the Russell 2000.

Quarterly Commentary

A snapshot of market happenings, a review of the portfolios and an outlook from Carillon Tower affiliates.

Whitepapers


Carillon Tower Advisers and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.

A Case For Mid Cap Equities

Mid-cap stocks may be more established than smaller peers but more nimble than larger companies.

SMA or Mutual Fund?

Discover why high-net-worth investors may opt for separately managed accounts.

Q&A Series


Our ongoing Q&A series features Carillon Tower affiliate managers sharing their diverse investment philosophies and thoughts on the market.

Q&A with Todd Thompson, CFA

Todd Thompson, CFA, Portfolio Co-Manager, explains Reams Asset Management’s distinctive process.

Q&A with Patrick Dunkerley, CFA

Pat Dunkerley, lead portfolio manager for the Scout Mid Cap Equity Strategy, explains why you need a mid-cap-only manager.