“
”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 analysis of market moves and sectors of opportunity
Discussions focused on the latest trends and developments driving the markets.
Sorting out the facts vs. myths of environmental, social, and governance based investing
A look back at the sharp rebound and what happens as the economy turns the page in 2021.
Demographics and healthcare innovations are high on the list.
Mark Egan, CIO of Reams Asset Management, explains to Barron’s how his team finds opportunity in a difficult bond market.
What happens when you take the ‘income’ out of fixed income?
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.
Learn how Cougar Global Investments uses a dynamic global macro-oriented asset allocation process to manage downside risk.
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.
Small-cap opportunities in 2021
The case for mid-cap equities through times of market turmoil.
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.
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.
