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 investment professionals at Carillon Tower Advisers and affiliates.

Standing out

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

Election 2020: An investor vote for the status quo

Markets are okay with divided government

Seismic Shifts for Bond Investors

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

Healthcare: Finding opportunity in Any Outcome

Election puts sector in spotlight

Not a fad. A mindset change.

Eagle Asset Management portfolio managers expect the election to have little impact on ESG investing.

Beware Election Volatility Hype

Election not likely to shock markets

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.

Fed policy shift

Less focus on inflation, more on employment. What does it mean for investors?

Institutional Investors Weigh In

The ‘end of easy’ and critical perspectives on ESG

Investing Now

Carillon’s chairman and president discusses key topics at Investment & Pensions Europe conference.

Small Cap Spotlight

Defying Gravity: Small Cap Growth vs. Value

Moving Forward: Investing in Challenging Times

Read what our affiliates' portfolio teams think about investing in a post-pandemic world.

Small Cap Spotlight

What’s driving outperformance among active small-cap managers?

Small Cap Spotlight

Market turmoil could provide potential opportunities in the small-cap universe.

Think Internationally

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

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.

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 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 Patrick Dunkerley, CFA

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