podcast series

Markets in Focus

Insightful conversations focused on the latest trends, themes and developments driving the markets.

Matt Orton, Director of Portfolio Speciliasts

Matt Orton, CFA

Join Matt Orton, CFA, Chief Market Strategist, for timely insights and incisive discussions with Carillon Tower Advisers’ industry leaders. Subscribe where you listen to podcasts.

The evolution of ETFs
Oct. 25, 2021

The evolution of ETFs

What should investors consider as ETF’s become ever more common in the investment landscape?

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Sept. 30, 2021

“G”: The key to ESG success

Don’t overlook the “G” in ESG. Governance is the glue that holds it all together.

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G: The key to ESG success
Not enough chips on the table
Sept. 16, 2021

Not enough chips on the table

A closer look at the global chip shortage that left supply chains starving.

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Aug. 30, 2021

Moving past 'peak everything'

Markets seem to make new highs every week, leading investors to ask: Where do we go from here?

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Moving past peak everything
Can denial defeat inflation?
Aug. 9, 2021

Can denial defeat inflation?

Markets seem to embrace the Fed’s line that inflation is transitory, but gauges may be skewed.

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July 21, 2021

How can healthcare regain momentum?

The healthcare sector weathered the COVID-19 storm very well, but has underperformed during the first half of 2021. Why the slump, and what’s the way out of it?

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How can healthcare regain momentum?
Changing tides: enthusiasm rises for international equities
July 6, 2021

Changing tides: Enthusiasm rises for international equities

Many investors are under-allocated to international equities after a historically long stretch of underperformance relative to the U.S. It may be time to change that.

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June 22, 2021

Don’t overlook mid-cap stocks

Mid-cap stocks have shown strong performance since the pandemic market bottom in March 2020. Why aren’t more investors taking note?

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Don’t overlook mid-cap stocks
Moving money to munis?
June 8, 2021

Moving money to munis?

Higher tax talk makes investors remember municipal bonds

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May 25, 2021

Unprecedented stimulus fuels market distortion

The stimulus spigot is wide open – but is it manipulating markets?

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Unprecedented stimulus fuels market distortion
Online gaming industry bets on consumers
May 11, 2021

Online gaming industry bets on consumers

Consumers are carrying the post-COVID recovery – where can investors seek opportunity?

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April 27, 2021

Is this as good as it gets? Post-COVID market outlook

Market expectations are high – but are they high enough?

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Is this as good as it gets? Post-COVID market outlook
Deep value strikes back
April 13, 2021

Deep value strikes back

What should investors focus on amid the growth-value whiplash? Carillon Tower Advisers’ risk expert has some ideas.

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March 30, 2021

Can small caps keep up the pace?

After ending 2020 on a record high, small-cap stocks entered 2021 on the rise. But what do inflation worries mean for the future of smaller companies?

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Can small caps keep the pace?
Bubbles and Stocks
March 15, 2021

Bubbles and stonks

Markets are making record highs as the economy starts to lurch out of the COVID-19 pandemic. With fears of rising inflation and meme stock madness, worries about the next big market bubble are coming to the surface.

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February 25, 2021

Beyond the “E” in ESG

Environmental, social, and governance investing is here to stay. After the extraordinary growth of ESG assets over the past five years, what should investors know to position for the future?

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Environment, Social, Governance Thumbnail
Fiscal Policy Thumbnail
February 25, 2021

Fiscal stimulus… forever?

With equities skyrocketing and interest rates near zero, how can investors seek opportunity in fixed income? Can stocks sustain this pace – or will the “bubble” burst?

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Risk Information

Investing involves risk, including risk of loss.

Diversification does not ensure a profit or guarantee against loss.

Disclosures

Index or benchmark performance presented in this document does not reflect the deduction of advisory fees, transaction charges, or other expenses, which would reduce performance. Indexes are unmanaged. It is not possible to invest directly in an index. Any investor who attempts to mimic the performance of an index would incur fees and expenses that would reduce return.

This material is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature, or other purpose in any jurisdiction, nor is it a commitment from Carillon Tower Advisers or any of its affiliates to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical, and for illustration purposes only. This material does not contain sufficient information to support an investment decision, and you should not rely on it in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and make their own determinations together with their own professionals in those fields. Any forecasts, figures, opinions, or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions, and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements, and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.

CTA21-0124 Exp. 2/25/2023