“
”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
Timely market analysis from investment professionals at Carillon Tower Advisers and affiliates.
Mark Egan, CIO of Reams Asset Management, explains to Barron’s how his team finds opportunity in a difficult bond market.
Markets are okay with divided government
What happens when you take the ‘income’ out of fixed income?
Election puts sector in spotlight
Eagle Asset Management portfolio managers expect the election to have little impact on ESG investing.
Election not likely to shock markets
From artificial intelligence to cloud services, technology advancements are driving economic growth.
Sorting out opportunities among the haves and the have-nots in the Russell 2000.
Learn why investors may use it to hedge against chaos, recession, and inflation.
Less focus on inflation, more on employment. What does it mean for investors?
The ‘end of easy’ and critical perspectives on ESG
Carillon’s chairman and president discusses key topics at Investment & Pensions Europe conference.
Read what our affiliates' portfolio teams think about investing in a post-pandemic world.
What’s driving outperformance among active small-cap managers?
Market turmoil could provide potential opportunities in the small-cap universe.
With shifting global geopolitics, Scout Investments explains how investors can benefit from active investment management.
Carillon Tower Advisers and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
The case for mid-cap equities through times of market turmoil.
Mid-cap stocks may be more established than smaller peers but more nimble than larger companies.
Discover why high-net-worth investors may opt for separately managed accounts.
Our ongoing Q&A series features Carillon Tower affiliate managers sharing their diverse investment philosophies and thoughts on the market.
Todd Thompson, CFA, Portfolio Co-Manager, explains Reams Asset Management’s distinctive process.
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.
Portfolio co-manager, Mid Cap Growth, Eagle Asset Management, explains his team’s approach to choosing stocks.
Pat Dunkerley, lead portfolio manager for the Scout Mid Cap Equity Strategy, explains why you need a mid-cap-only manager.
