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

Markets in Focus

Timely market analysis from experts at Carillon Tower Advisers and affiliates.

Once-a-century ‘Black Swan’ is here

How Cougar Global Investments sees the fallout from COVID-19

Confident Consumers, Cautious CEOs

Learn what the difference between consumer and CEO confidence might mean for economic growth

Coronavirus uncertainty continues

Factors investors should know

Is Investor Sentiment on Target?

Investor outlook was bearish for much of last year; in 2020 it’s more bullish. How does it align with reality?

The Monetary Policy Event Horizon

Are monetary policy tools reaching their effective limits?

Election 2020: Insights for Investors

Political winds shift but market fundamentals remain.

Think Internationally

With shifting global geopolitics, Scout Investments explains how investors can benefit from active investment management.

Mideast actions likely to have muted effect on global growth

Escalating geopolitical tensions may not move the markets much.

Still room to grow

As the longest recovery in history continues to lengthen, Eagle Asset Management sees room for expansion.

A path forward for conservative investors

With possible high volatility on the horizon, here’s why investors and their financial advisors must look beyond the simple rules of the past.

A Focus on Managing Risk

Learn how Cougar Global Investments uses a dynamic global macro-oriented asset allocation process to manage downside risk.

‘A hawkish cut’

The Fed indicates current policy is “likely to remain appropriate” but the labor market, credit, and capital expenditures are indicators to watch.

Room to Run

The case for cautious optimism in an uncertain market.

Tariffs & Trade: Don’t Panic

Tariffs and trade have markets trembling, but is the fear overblown?

What's Hiding in the Cap Gap?

Does your portfolio have adequate exposure to the mid-cap space? Many don’t.

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.

SMA or Mutual Fund?

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

A Strategy for Changing Markets

Many investors are choosing professionals to manage their bond portfolios in an ever-changing fixed-income market.

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 Michael Stack, CFA

Michael Stack, lead portfolio manager for the Scout International Equity, explains why invest internationally now.

Q&A with James Camp, CFA

James Camp, Managing Director of Fixed and Strategic Income with Eagle Asset Management, discusses the changing outlook for income markets.

Q&A with Eric Mintz, CFA

Portfolio co-manager, Mid Cap Growth, Eagle Asset Management, explains his team’s approach to choosing stocks.

Q&A with Abe Sheikh, FSA MAAA

Abe Sheikh, chief investment officer at Cougar Global talks about the firm’s distinct approach to risk and their reaction to recent volatility.

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.