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 analysis of market moves and sectors of opportunity

The Markets in Focus Podcast

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

Responsible Investing

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

Recapping 2020’s Rebound

A look back at the sharp rebound and what happens as the economy turns the page in 2021.

What drives economic growth?

Demographics and healthcare innovations are high on the list.

Standing out

Mark Egan, CIO of Reams Asset Management, explains to Barron’s how his team finds opportunity in a difficult bond market.

Seismic Shifts for Bond Investors

What happens when you take the ‘income’ out of fixed income?

Technology drives growth

From artificial intelligence to cloud services, technology advancements are driving economic growth.

A growing divide in small caps

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

The Case for Gold

Learn why investors may use it to hedge against chaos, recession, and inflation.

Small Cap Spotlight

Defying Gravity: Small Cap Growth vs. Value

A Focus on Managing Risk

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

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.

Cyclicality Outside of Value

Small-cap opportunities in 2021

Why Mid Caps Now?

The case for mid-cap equities through times of market turmoil.

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 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 Patrick Dunkerley, CFA

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