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

Fed holds rates unchanged

Read insights regarding the Fed’s latest move from Eagle Asset Management’s investment experts.

How trade tensions may affect income

Learn what a potential breakdown in trade could mean for investors

U.S.-China Trade Tensions

New tariffs roil global markets

Growth vs. Value: Time for a Change?

Some investors may question the dominance of growth stocks.

What Supports a Strong Market?

3 reasons the market rally may last longer

Not since the Financial Crisis

A key section of the yield curve inverted. What could this mean for investors?

A Focus on Managing Risk

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

2019 Mid Cap Outlook

Multiple factors make the case for mid-caps in 2019.

Fed pledges patience on interest rates

Eagle’s Fixed Income Team analyzes the Fed’s latest monetary policy moves.

2019 Investment Trends

Our affiliate investment teams discuss what they are watching this year

5 Things to Know About Market Volatility

Learn important context about how to react to 2018’s up-and-down stock market

The Missing Piece

Are you equipped to seek your long-term investment goals—or are you missing a crucial piece?

Mid Cap Growth Potential

Mid-caps can help investors gain an early position in stocks that might become tomorrow's blue chips.

What's Hiding in the Cap Gap?

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

Midterms and the Markets

Cougar Global offers observations on how deregulation, the deficit and more may be affected by the midterm results.

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 Case For Mid Cap Equities

Mid-cap stocks may be more established than smaller peers but more nimble than larger companies.

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 Strategic Income with Eagle Asset Management, discusses the changing outlook for income markets.

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 Carillon Scout Mid Cap Fund, explains why you need a mid-cap-only manager.