“
”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 market analysis from experts at Carillon Tower Advisers and affiliates.
How Cougar Global Investments sees the fallout from COVID-19
Learn what the difference between consumer and CEO confidence might mean for economic growth
Factors investors should know
Investor outlook was bearish for much of last year; in 2020 it’s more bullish. How does it align with reality?
Are monetary policy tools reaching their effective limits?
Political winds shift but market fundamentals remain.
With shifting global geopolitics, Scout Investments explains how investors can benefit from active investment management.
Escalating geopolitical tensions may not move the markets much.
As the longest recovery in history continues to lengthen, Eagle Asset Management sees room for expansion.
With possible high volatility on the horizon, here’s why investors and their financial advisors must look beyond the simple rules of the past.
Learn how Cougar Global Investments uses a dynamic global macro-oriented asset allocation process to manage downside risk.
The Fed indicates current policy is “likely to remain appropriate” but the labor market, credit, and capital expenditures are indicators to watch.
The case for cautious optimism in an uncertain market.
Tariffs and trade have markets trembling, but is the fear overblown?
Does your portfolio have adequate exposure to the mid-cap space? Many don’t.
A snapshot of market happenings, a review of the portfolios and an outlook from Carillon Tower affiliates.
Carillon Tower Advisers and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
Our ongoing Q&A series features Carillon Tower affiliate managers sharing their diverse investment philosophies and thoughts on the market.
Michael Stack, lead portfolio manager for the Scout International Equity, explains why invest internationally now.
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.
Abe Sheikh, chief investment officer at Cougar Global talks about the firm’s distinct approach to risk and their reaction to recent volatility.
Pat Dunkerley, lead portfolio manager for the Scout Mid Cap Equity Strategy, explains why you need a mid-cap-only manager.
