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.

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.

Fed ‘will do whatever it takes’

Fed sends message of support to markets, but no guidance on bond-buying program

States in bankruptcy?

Eagle Muni Fixed Income Team doesn’t think so.

Once-a-century ‘Black Swan’ is here

How Cougar Global Investments sees the fallout from COVID-19

Confident Consumers, Cautious CEOs

Learn what the difference between consumer and CEO confidence might mean for economic growth

Coronavirus uncertainty continues

Factors investors should know

Growth Potential of Mid Caps

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

Is Investor Sentiment on Target?

Investor outlook was bearish for much of last year; in 2020 it’s more bullish. How does it align with reality?

The Monetary Policy Event Horizon

Are monetary policy tools reaching their effective limits?

Election 2020: Insights for Investors

Political winds shift but market fundamentals remain.

Think Internationally

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

A path forward for conservative investors

With possible high volatility on the horizon, here’s why investors and their financial advisors must look beyond the simple rules of the past.

A Focus on Managing Risk

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

Tariffs & Trade: Don’t Panic

Tariffs and trade have markets trembling, but is the fear overblown?

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.

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.