Markets in Focus Podcast
Carillon Tower Advisers’ industry leaders discuss the latest trends and developments driving the markets. Listen to incisive conversations focused on helping investors navigate the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com.
SEASON 1, EPISODE 16
“G”: The key to ESG success
Governance, the “G” in ESG.
Guest: Joy Facos, Head of Sustainable Investing and Corporate Responsibility
SEASON ONE, EPISODE 15
Not enough chips on the table
Recent supply chain issues have shed light on the importance of semiconductors in everyday life.
Guests: Tariq Siddiqi, Senior Research Analyst at Eagle Asset Management
SEASON 1, EPISODE 14
Moving past ‘peak everything’
Is the seemingly unstoppable rise of equities a concern or an opportunity for investors?
Guest: Matt Waz, Senior Vice President and Head of Consultant Relations
Can denial defeat inflation?
Markets seem to embrace the Fed’s line that inflation is transitory, but gauges may be skewed.
Guests: Todd Thompson, CFA, Managing Director and Portfolio Manager, Dimitri Silva, CFA, Portfolio Manager, and Steve Masarik, CFA, Client Portfolio Specialist, all of Reams Asset Management
SEASON 1, EPISODE 12
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.
Guest: Michael Rich, CFA, Research Analyst at Eagle Asset Management.
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.
Guest: Angel Lupercio, Portfolio Co-Manager on the Scout International team
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.
Guests: John Indellicate, CFA, Co-Portfolio Manager at Scout Investments and Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management
Moving money to munis?
Higher tax talk makes investors remember municipal bonds
Guest: Burton Mulford, CFA, Portfolio Manager at Eagle Asset Management
Unprecedented stimulus fuels market distortion
The stimulus spigot is wide open – but is it manipulating markets?
Guest: Todd Thompson, CFA, Managing Director and Portfolio Co-Manager at Reams Asset Management
Online gaming industry bets on consumers
Consumers are carrying the post-COVID recovery – where can investors seek opportunity?
Guest: David Cavanaugh, Senior Research Analyst at Eagle Asset Management
Is this as good as it gets? Post-COVID market outlook
Market expectations are high – but are they high enough?
Guest: 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.
Guest: Steve Singleton, Head of Risk at Carillon Tower Advisers
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?
Guests: Eric Mintz, Portfolio Co-Manager of Eagle’s Small Cap Growth and Mid Cap Growth strategies and Tim Miller, co-portfolio manager of the Scout Small Cap Equity Strategy
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.
Guest: Jason Richey is a portfolio manager on Cougar Global’s investment team
Beyond the “E” in ESG
ESG 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?
Guests: Joy Facos, Carillon Tower Advisers’ Head of Responsible Investing and Sheila King co-manager Eagle’s Tax-Advantaged Fixed Income strategies and Eagle ESG Focused Fixed Income
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?
Guests: James Camp, managing director of Eagle’s Fixed Income and Strategic Income strategies and Brad Erwin, who co-manages Eagle’s Equity Income, Value and All Cap Equity strategies as well as the Strategic Income Portfolio and Vertical Income Portfolio