“
”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
Labor market and capital expenditures are key indicators to watch.
Tariffs and trade have markets trembling, but is the fear overblown?
Inversion of a widely watched portion of the yield curve lessens appetite for risk.
What investors need to know next
Read the latest views on the current fixed income market from Reams Asset Management
With shifting global geopolitics, Scout Investments explains how investors can benefit from active investment management.
Some investors may question the dominance of growth stocks.
Read insights regarding the Fed’s latest move from Eagle Asset Management’s investment experts.
Learn what a potential breakdown in trade could mean for investors
New tariffs roil global markets
3 reasons the market rally may last longer
Learn how Cougar Global Investments uses a dynamic global macro-oriented asset allocation process to manage downside risk.
Multiple factors make the case for mid-caps in 2019.
Are you equipped to seek your long-term investment goals—or are you missing a crucial piece?
Mid-caps can help investors gain an early position in stocks that might become tomorrow's blue chips.
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.
Discover why high-net-worth investors may opt for separately managed accounts.
Mid-cap stocks may be more established than smaller peers but more nimble than larger companies.
Many investors are choosing professionals to manage their bond portfolios in an ever-changing fixed-income market.
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.
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 Carillon Scout Mid Cap Fund, explains why you need a mid-cap-only manager.
