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

Inflation and Interest Rates

Eagle Asset Management shares how inflation in the market can affect a fixed income portfolio.

Trade and the Markets

There are no easy answers for how ongoing trade issues between the United States and China could affect stocks.

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.

Think Internationally

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

The Midterms are over. Now What?

Learn Eagle Asset Management teams' thoughts on whether the midterm election results will affect markets going forward.

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.

A Case For Mid Cap Equities

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

"VOL-POCALYPSE" 2018

Cougar Global Investments shares thoughts on recent market volatility and why it may not be a good measure of risk.

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 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.