Partner Perspectives 2022 Annual Outlook
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.
Beware the Crosscurrents in Small Caps
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.
The evolution of ETFs
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.
“G”: The key to ESG success
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.
Not enough chips on the table
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.
Moving past 'peak everything’
About the Episode
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.
About our Guest
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.
Can denial defeat inflation?
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.
How can healthcare regain momentum?
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.
Partner Perspectives: Markets at Mid-Year 2021
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.
Changing tides: Enthusiasm rises for international equities
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.
Don’t overlook mid-cap stocks
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.
Moving money to munis?
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.
Online gaming industry bets on consumers
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.
Is this as good as it gets? Post-COVID market outlook
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.
Deep value strikes back
What should investors focus on amid the growth-value whiplash? Carillon Tower Advisers’ risk expert has some ideas.