“
”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.
The latest commentary on factors affecting the markets and investors’ portfolios
Timely analysis of market moves and sectors of opportunity
Discussions focused on the latest trends and developments driving the markets.
A look back at the sharp rebound and what happens as the economy turns the page in 2021.
Demographics and healthcare innovations are high on the list.
Mark Egan, CIO of Reams Asset Management, explains to Barron’s how his team finds opportunity in a difficult bond market.
Markets are okay with divided government
What happens when you take the ‘income’ out of fixed income?
From artificial intelligence to cloud services, technology advancements are driving economic growth.
Sorting out opportunities among the haves and the have-nots in the Russell 2000.
Learn why investors may use it to hedge against chaos, recession, and inflation.
Less focus on inflation, more on employment. What does it mean for investors?
The ‘end of easy’ and critical perspectives on ESG
Carillon’s chairman and president discusses key topics at Investment & Pensions Europe conference.
Carillon Tower Advisers and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
Small-cap opportunities in 2021
The case for mid-cap equities through times of market turmoil.
Our ongoing Q&A series features Carillon Tower affiliate managers sharing their diverse investment philosophies and thoughts on the market.
Todd Thompson, CFA, Portfolio Co-Manager, explains Reams Asset Management’s distinctive process.
James Camp, Managing Director of Fixed and Strategic Income with Eagle Asset Management, discusses the changing outlook for income markets.
Portfolio co-manager, Mid Cap Growth, Eagle Asset Management, explains his team’s approach to choosing stocks.
Pat Dunkerley, lead portfolio manager for the Scout Mid Cap Equity Strategy, explains why you need a mid-cap-only manager.
