Join our on-demand panel discussions with portfolio managers from all five of our affiliates exploring inflation and monetary policy, lessons from the supply chain breakdown, themes and opportunities in sustainable investing, opportunities in international investing, what’s next in growth vs. value, and what structural changes are here to stay.
Small cap equity (as measured by the Russell 2000® Index) had its best two quarters of performance on record in the fourth quarter of 2020 and the first quarter of 2021. However, small caps have failed to break out in a sustained way since their February 2021 peak despite strong earnings results. Mixed signals from macroeconomic data and sentiment indicators appear to have investors on edge. Portfolio managers from Carillon’s diverse affiliates sort potential risks from areas of opportunity in the dynamic small cap space.
Exchange-traded funds (ETFs) have grown in popularity and breadth since the early 2000s. How can investors assess potential pitfalls and conduct proper due diligence? Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to trace the history of ETFs and consider the future.
Governance, the “G” in ESG, is about “seeing how deeply embedded these issues are in a company's strategy and ultimately their operations,” says Joy Facos, Head of Sustainable Investing and Corporate Responsibility.
About the Episode
Recent supply chain issues have shed light on the importance of semiconductors in everyday life. Tariq Siddiqi, Senior Research Analyst at Eagle Asset Management joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to discuss how the chip shortage could impact the future of the semiconductor industry.
About our Guest
Tariq Siddiqi serves as a Senior Research Analyst, technology, for Eagle Asset Management. He is a tech generalist with 18 years of experience covering small-cap, mid-cap, and large-cap technology companies globally.
Is the seemingly unstoppable rise of equities a concern or an opportunity for investors? Matt Waz, Senior Vice President and Head of Consultant Relations, switches things up with Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers for a Q&A on ‘peak everything,’ inflation, interest rates, and whether fears of the delta variant are overblown.
Matthew Waz is Senior Vice President, Head of Consultant Relations at Carillon Tower Advisers. In this role, he is responsible for representing the strategies offered by our affiliates to consultants and prospective institutional investors.
The inflation debate is intensifying as fears rise but markets seem to be shrugging. What’s driving the disconnect and what happens if, and when, it gets resolved? Todd Thompson, CFA, Managing Director and Portfolio Manager at Reams Asset Management, and fellow Reams Portfolio Manager, Dimitri Silva, CFA, join Steve Masarik, CFA and Portfolio Specialist, to discuss how inflationary trends could impact the markets into 2022.
Vaccine earnings may be transitory, but “I’m optimistic that the setup for the back half of this year will be more constructive” for the healthcare sector, said Michael Rich, CFA, Research Analyst at Eagle Asset Management.
Inflation fears top the list of concerns for the rest of 2021, but that’s not the only key issue. Dive into the top trends with Carillon Tower Advisers’ Partner Perspectives: Markets at Mid-Year. Our semi-annual outlook provides insights into potential market-movers to help you prepare for the reopened world.
International equities are perking up as the world reopens. But stark differences in regional performance mean you need to know what you own. Angel Lupercio, Portfolio Co-Manager on Scout Investments’ International team, joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to focus on areas of investor opportunity in emerging markets.
Mid-cap stocks have been pushed into the background as investors focus on rotation between large and small, and growth versus value. That might mean a missed opportunity. John Indellicate, CFA, Co-Portfolio Manager on Scout Investments’ Mid Cap Equity Team, and Tariq Siddiqi, CFA, Senior Research Analyst on Eagle Asset Management’s Growth Team, join Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to dig into the case for mid caps at this moment.
With the Biden Administration aiming to raise taxes, many investors are turning to municipal bonds as a solution. Compared to recent extreme moves in equity markets, the muni market has been downright calm in comparison. Burton Mulford, CFA, Portfolio Manager and trader for Eagle Asset Management's tax-advantaged Fixed Income portfolios, joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to discuss how tax code changes – and potential inflation – may affect muni opportunities.
Consumers have poured into online gaming during the pandemic. Can iGaming companies keep up and adapt? David Cavanaugh, Senior Research Analyst at Eagle Asset Management, says yes – but they face a specific challenge.
With analysts predicting perfection and unprecedented stimulus fueling new market highs, where do we go from here? Matt Orton, CFA, Director and Portfolio Specialist with Carillon Tower Advisers, breaks down the possibilities and addresses investor concerns with Brian Lee, CFA, Senior Vice President and Head of Intermediary Sales.
What should investors focus on amid the growth-value whiplash? Carillon Tower Advisers’ risk expert has some ideas.
After small-cap stocks notched record-breaking performance in 2020, how will they deal with inflation fears? Eric Mintz, CFA, Portfolio Co-Manager at Eagle Asset Management, and Tim Miller, CFA, Portfolio Co-Manager for Scout Investments, join Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers to examine sectors of opportunity.
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.
Calls for social justice echoed loudly across America in 2020. How are environmental, social, and governance (ESG) portfolio managers taking these trends into account when analyzing possible investments? Joy Facos, Head of Responsible Investing at Carillon Tower Advisers, and Sheila King, CFA, Portfolio Co-Manager and Analyst at Eagle Asset Management, join Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to discuss how 2020 expanded focus from just the "E" in ESG.
2021 brought back talk of possible rising interest rates and inflation. Equity markets seem to reach new highs just about every day while questions are arising around the traditional safety of bonds. Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, is joined by James Camp, CFA, and Brad Erwin, CFA, of Eagle Asset Management, to analyze the potential opportunities for investors focused on income.
Join Matt Orton, CFA, Director and Portfolio Specialist, for timely insights and incisive discussions withCarillon Tower Advisers’ industry leaders. Subscribe where you listen to podcasts.
A stunning $68 trillion is set to pass between generations in the next 25 years in the Great Wealth Transfer. Are you prepared?
Advisors face a challenge in keeping the unprecedented amount of wealth changing hands within their practices, given that most heirs fire their parents’ advisor after inheriting. Carillon Tower Advisers’ Wealth in Transition program, in partnership with Cannon Financial Institute, offers six action steps for advisors looking to preserve a legacy — for their businesses and their clients.
Join us for Wealth in Transition: Retaining Multigenerational Assets at 4 p.m. EST March 12, featuring Linda Eaton, CWS, Executive Vice President at Cannon Financial Institute. Eaton specializes in helping client-facing advisors improve relationship management aspects of their business.