Markets in Focus

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 the Scout 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.

An experiment that started in the wake of the Global Financial Crisis is now entering its second decade, as fiscal and monetary stimulus pours liquidity into the markets. Todd Thompson, CFA, Managing Director and Portfolio Co-Manager at Reams Asset Management, wonders whether policymakers will ever be able to pull away the punchbowl. Todd joins Steve Masarik, CFA and Portfolio Specialist, to discuss how stimulus is distorting markets now and what may happen when the bill comes due.

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. Dave joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to zero in on opportunities in the online gaming space.

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.

Value came roaring back in late 2020 after years of growth dominance. But the next strategic play for investors might not be at either style extreme. Steve Singleton, Head of Risk for Carillon Tower Advisers, joins Matt Orton, CFA, Director and Portfolio Specialist, to discuss tactics.

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.

Bubble trouble is on the minds of many investors as markets reach new highs, meme stocks and digital currencies take off, and fears of inflation creep in. The big questions include: are we in a bubble, and if we are, is it possible to still invest wisely? Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, asks Jason Richey, CFA, Portfolio Manager at Cougar Global investments, to address these bubble worries and more.

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.