Markets in Focus http://marketsinfocuspodcast.com en-us © Raymond James Investment Management Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com. About Raymond James Investment Management Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals. https://megaphone.imgix.net/podcasts/291bae02-60cc-11eb-ac41-47db922e02da/image/f0860120a30994a4de1256bc4267db42.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Markets in Focus http://marketsinfocuspodcast.com no episodic Timely insights and unique perspectives on various asset classes and investment themes to help financial professionals navigate today’s markets. Raymond James Investment Management Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com. About Raymond James Investment Management Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals. Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com.

About Raymond James Investment Management

Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.

]]> Raymond James Investment Management jonah@puddlecreative.com Where should you place your income bet? What’s the main driver of inflation in this economy? It’s not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James joins Matt Orton, CFA, to unpack the long-term structural trends shaping income investing, today’s striking lack of volatility in bond markets, why he believes fixed income has a long-term edge over cash, and what’s behind the current favorable prices and generous yield ratios in municipal bonds. Tue, 18 Nov 2025 21:16:00 -0000 full Raymond James Investment Management The days of near-zero interest rates and inflation to match are long gone. What do those changes now mean for investors? What’s the main driver of inflation in this economy? It’s not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James joins Matt Orton, CFA, to unpack the long-term structural trends shaping income investing, today’s striking lack of volatility in bond markets, why he believes fixed income has a long-term edge over cash, and what’s behind the current favorable prices and generous yield ratios in municipal bonds. What’s the main driver of inflation in this economy? It’s not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James joins Matt Orton, CFA, to unpack the long-term structural trends shaping income investing, today’s striking lack of volatility in bond markets, why he believes fixed income has a long-term edge over cash, and what’s behind the current favorable prices and generous yield ratios in municipal bonds.


]]> 2056 no Preparing to navigate in the fog Equities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss why corporate earnings may take on more importance and where investors can find ballasts for their portfolios. Wed, 08 Oct 2025 16:34:00 -0000 full Raymond James Investment Management Investors should get ready to see markets in a new light. Equities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss why corporate earnings may take on more importance and where investors can find ballasts for their portfolios. Equities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss why corporate earnings may take on more importance and where investors can find ballasts for their portfolios.

]]> 1242 no Navigating the small-cap landscape https://marketsinfocuspodcast.com/ Chief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of lower interest rates on small-cap companies and how major indices tracking these companies have changed. They also discuss what increased retail investor activity means for the small-cap universe and consider the importance of torque – when only a few companies have great balance sheets, it’s important to identify those that will improve over time.  Fri, 26 Sep 2025 07:01:00 -0000 full Raymond James Investment Management Fed moves could soon show investors why small-cap balance sheets are built differently. Chief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of lower interest rates on small-cap companies and how major indices tracking these companies have changed. They also discuss what increased retail investor activity means for the small-cap universe and consider the importance of torque – when only a few companies have great balance sheets, it’s important to identify those that will improve over time.  Chief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of lower interest rates on small-cap companies and how major indices tracking these companies have changed. They also discuss what increased retail investor activity means for the small-cap universe and consider the importance of torque – when only a few companies have great balance sheets, it’s important to identify those that will improve over time. 


]]> 2732 no Where could investors see the effects of lower rates? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations. Tue, 09 Sep 2025 13:18:00 -0000 full Raymond James Investment Management Identifying market segments expected to see the biggest impact from the Fed’s decisions. Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations. Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations.


]]> 1219 no Green shoots in small caps? Chief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what’s shaping today’s small-cap dynamics. Furey reveals the subtle yet powerful ways interest rates influence smaller companies, explores where the ongoing low-quality rally could head next, and highlights sectors he believes look attractive—and which he’s actively avoiding—as market conditions evolve. Tue, 19 Aug 2025 07:01:00 -0000 full Raymond James Investment Management Small cap stocks have been given up for dead before. Why Jim Furey sees that as a mistake now. Chief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what’s shaping today’s small-cap dynamics. Furey reveals the subtle yet powerful ways interest rates influence smaller companies, explores where the ongoing low-quality rally could head next, and highlights sectors he believes look attractive—and which he’s actively avoiding—as market conditions evolve. Chief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what’s shaping today’s small-cap dynamics. Furey reveals the subtle yet powerful ways interest rates influence smaller companies, explores where the ongoing low-quality rally could head next, and highlights sectors he believes look attractive—and which he’s actively avoiding—as market conditions evolve.


]]> 2943 no Exploring the growth of emerging markets What’s driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify. Wed, 06 Aug 2025 17:54:00 -0000 full Raymond James Investment Management Investors are interested in emerging markets like never before. But why? What’s driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify. What’s driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify.


]]> 2870 no Alternatives to the recession narrative As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year. Tue, 29 Jul 2025 15:51:00 -0000 full Raymond James Investment Management Markets have adjusted to a flurry of pronouncements from the White House. Now what? As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year. As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year.


]]> 1080 no Truth, Policy, and the American Way Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets. Mon, 14 Jul 2025 16:44:00 -0000 full Raymond James Investment Management Have investors become too complacent amid rising policy risks? Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets. Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.


]]> 2719 no Investing 2025: It’s not a zero-sum game https://marketsinfocuspodcast.com/ Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt’s takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can’t, and more. Wed, 25 Jun 2025 17:00:00 -0000 full Raymond James Investment Management Seeing global asset allocation as the United States vs. everything else is the wrong way to look at it. Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt’s takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can’t, and more. Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt’s takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can’t, and more.


]]> 1315 no Buckle up and make diversification great again Are rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset prices, and whether bond market disruptions are caused by structural flows or genuine increases in the costs of capital. They also discuss the expansionary effects of the One Big Beautiful Bill Act and possibly the most important — but also most overlooked — catalyst for growth in U.S. markets. Tue, 03 Jun 2025 15:12:00 -0000 full Raymond James Investment Management Adapting to tariff turmoil and increased uncertainty in the markets Are rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset prices, and whether bond market disruptions are caused by structural flows or genuine increases in the costs of capital. They also discuss the expansionary effects of the One Big Beautiful Bill Act and possibly the most important — but also most overlooked — catalyst for growth in U.S. markets. Are rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset prices, and whether bond market disruptions are caused by structural flows or genuine increases in the costs of capital. They also discuss the expansionary effects of the One Big Beautiful Bill Act and possibly the most important — but also most overlooked — catalyst for growth in U.S. markets.

]]> 1355 no Is the dollar too big to fail? https://marketsinfocuspodcast.com/ Questions about the U.S. dollar’s future as the world’s reserve currency aren’t new. And, yes, some central banks have slowly begun moving to dollar alternatives over the past several decades. Now the questions are back. Announced U.S. tariffs have turbocharged volatility, cast a shadow over economic growth, seen the dollar sell off, and spurred discussion about whether U.S. stocks can continue to surge ahead of their global counterparts. In this episode, Cougar Global Investment Portfolio Manager Jason Richey, CFA, and Antonina Tarassiouk, Fixed Income Analyst with Reams Asset Management, explore whether the dollar and the very idea of U.S. exceptionalism are secure – or are on the brink. Wed, 21 May 2025 20:53:00 -0000 full Raymond James Investment Management Not necessarily. Just ask the late, great British pound. Questions about the U.S. dollar’s future as the world’s reserve currency aren’t new. And, yes, some central banks have slowly begun moving to dollar alternatives over the past several decades. Now the questions are back. Announced U.S. tariffs have turbocharged volatility, cast a shadow over economic growth, seen the dollar sell off, and spurred discussion about whether U.S. stocks can continue to surge ahead of their global counterparts. In this episode, Cougar Global Investment Portfolio Manager Jason Richey, CFA, and Antonina Tarassiouk, Fixed Income Analyst with Reams Asset Management, explore whether the dollar and the very idea of U.S. exceptionalism are secure – or are on the brink. Questions about the U.S. dollar’s future as the world’s reserve currency aren’t new. And, yes, some central banks have slowly begun moving to dollar alternatives over the past several decades. Now the questions are back. Announced U.S. tariffs have turbocharged volatility, cast a shadow over economic growth, seen the dollar sell off, and spurred discussion about whether U.S. stocks can continue to surge ahead of their global counterparts. In this episode, Cougar Global Investment Portfolio Manager Jason Richey, CFA, and Antonina Tarassiouk, Fixed Income Analyst with Reams Asset Management, explore whether the dollar and the very idea of U.S. exceptionalism are secure – or are on the brink.


]]> 2820 no Resetting market expectations Although it’s too early to say that corporate earnings have fallen off a cliff, Matt Orton, CFA, argues that estimates need to be revised downwards — even if they may not need to fall that much. He and Joey Del Guercio consider alternatives to calling a bottom for equities, ask whether the United States is ceding its importance in investor portfolios, and discuss the future path of interest rates, which may be one of the widest disagreements in the market. They also look at shifts in supply chains encouraged by U.S. tariffs, asking whether they will be temporary or part of a longer-term trend. Thu, 01 May 2025 16:42:00 -0000 full Raymond James Investment Management There’s a light at the end of the tunnel, but investors may be nowhere near it. Although it’s too early to say that corporate earnings have fallen off a cliff, Matt Orton, CFA, argues that estimates need to be revised downwards — even if they may not need to fall that much. He and Joey Del Guercio consider alternatives to calling a bottom for equities, ask whether the United States is ceding its importance in investor portfolios, and discuss the future path of interest rates, which may be one of the widest disagreements in the market. They also look at shifts in supply chains encouraged by U.S. tariffs, asking whether they will be temporary or part of a longer-term trend. Although it’s too early to say that corporate earnings have fallen off a cliff, Matt Orton, CFA, argues that estimates need to be revised downwards — even if they may not need to fall that much. He and Joey Del Guercio consider alternatives to calling a bottom for equities, ask whether the United States is ceding its importance in investor portfolios, and discuss the future path of interest rates, which may be one of the widest disagreements in the market. They also look at shifts in supply chains encouraged by U.S. tariffs, asking whether they will be temporary or part of a longer-term trend.

]]> 1424 no Where should investors look while markets wait for tariff clarity? Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data. Wed, 16 Apr 2025 18:12:00 -0000 full Raymond James Investment Management Economic damage has been done, but a full-blown recession may still be avoided. Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data. Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data.

]]> 1445 no The recession that wasn’t: The COVID economy and the Fed’s response The U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022’s interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior. Wed, 16 Apr 2025 16:01:00 -0000 full Raymond James Investment Management How have interest rate cycles changed, and what will Fed action look like in the future? The U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022’s interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior. The U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022’s interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior.

]]> 2728 no Megatrends poised to propel emerging markets https://marketsinfocuspodcast.com/ A steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, renowned EM investor Kevin T. Carter noted that he believes the long-term growth trends for these markets remain intact. A rising middle-class is eager to purchase the consumer goods that have long been available to residents of developed markets. The growing use of smartphones is also making access to consumer goods much easier. Carter believes India, in particular, could be the next major EM growth story. Tue, 31 Oct 2023 16:04:43 -0000 Megatrends poised to propel emerging markets full Raymond James Investment Management After an extended period of underperformance, could these megatrends propel a rebound for emerging markets? A steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, renowned EM investor Kevin T. Carter noted that he believes the long-term growth trends for these markets remain intact. A rising middle-class is eager to purchase the consumer goods that have long been available to residents of developed markets. The growing use of smartphones is also making access to consumer goods much easier. Carter believes India, in particular, could be the next major EM growth story. A steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, renowned EM investor Kevin T. Carter noted that he believes the long-term growth trends for these markets remain intact. A rising middle-class is eager to purchase the consumer goods that have long been available to residents of developed markets. The growing use of smartphones is also making access to consumer goods much easier. Carter believes India, in particular, could be the next major EM growth story.



]]> 2151 no Setting the stage for small caps https://marketsinfocuspodcast.com/ A turbulent 2022 for all categories of stocks and a long-term cycle of outperformance from large caps have caused many investors to lose confidence in small caps. Yet the long-term outlook for small caps could be bright, according to Matt McGeary, CFA, a manager of small- and mid-cap strategies at Eagle Asset Management, and Tim Miller, CFA, a manager of small-cap portfolios at Scout Investments. They believe that a number of trends, such as onshoring, rising M&A activity, and expanding AI capabilities, could all help propel long-term growth for small-cap companies. Fri, 08 Sep 2023 04:47:44 -0000 Setting the stage for small caps full Raymond James Investment Management Discover how small caps could be gearing up for a significant rebound, as key trends, like onshoring, rising M&A activity, and AI growth create a favorable backdrop for their performance. A turbulent 2022 for all categories of stocks and a long-term cycle of outperformance from large caps have caused many investors to lose confidence in small caps. Yet the long-term outlook for small caps could be bright, according to Matt McGeary, CFA, a manager of small- and mid-cap strategies at Eagle Asset Management, and Tim Miller, CFA, a manager of small-cap portfolios at Scout Investments. They believe that a number of trends, such as onshoring, rising M&A activity, and expanding AI capabilities, could all help propel long-term growth for small-cap companies. A turbulent 2022 for all categories of stocks and a long-term cycle of outperformance from large caps have caused many investors to lose confidence in small caps. Yet the long-term outlook for small caps could be bright, according to Matt McGeary, CFA, a manager of small- and mid-cap strategies at Eagle Asset Management, and Tim Miller, CFA, a manager of small-cap portfolios at Scout Investments. They believe that a number of trends, such as onshoring, rising M&A activity, and expanding AI capabilities, could all help propel long-term growth for small-cap companies.

]]> 1748 no Secular Growth in Tech: Where's the Smart Money? https://marketsinfocuspodcast.com/ Now that the era of “growth at any price” has ended, newly converted value enthusiasts are questioning margins and the true return on their investments. Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, refuses to follow the crowd and keeps growth profiles at the forefront, pinpointing companies best positioned to capitalize on persistent secular trends. For Siddiqi, these opportunities include cybersecurity, the shift to cloud computing, the “Internet of Things" (IoT), and the growth of artificial intelligence. Mon, 12 Jun 2023 21:16:13 -0000 Secular Growth in Tech: Where's the Smart Money? full Raymond James Investment Management The tech sector has seen some corrections as rising rates have driven investors to reprioritize profitability and reasonable valuations. Meanwhile, some powerful secular growth themes have persisted. Now that the era of “growth at any price” has ended, newly converted value enthusiasts are questioning margins and the true return on their investments. Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, refuses to follow the crowd and keeps growth profiles at the forefront, pinpointing companies best positioned to capitalize on persistent secular trends. For Siddiqi, these opportunities include cybersecurity, the shift to cloud computing, the “Internet of Things" (IoT), and the growth of artificial intelligence. Now that the era of “growth at any price” has ended, newly converted value enthusiasts are questioning margins and the true return on their investments. Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, refuses to follow the crowd and keeps growth profiles at the forefront, pinpointing companies best positioned to capitalize on persistent secular trends. For Siddiqi, these opportunities include cybersecurity, the shift to cloud computing, the “Internet of Things" (IoT), and the growth of artificial intelligence.

]]> 1885 no Bonds are back https://marketsinfocuspodcast.com/ Bonds are once again asserting their role as a store of value, portfolio diversifier, and income generator. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, and Burton Mulford, CFA, Portfolio Manager overseeing all of Eagle's municipal strategies, delve into the likely course of monetary policy, its economic impact, and the implications for investors. Wed, 24 May 2023 23:33:54 -0000 Bonds are back full Raymond James Investment Management The era of 'free money' is over. The Fed's interest rate hikes are reshaping the corporate landscape, unveiling opportunities and risks unseen by fixed income investors in years. Bonds are once again asserting their role as a store of value, portfolio diversifier, and income generator. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, and Burton Mulford, CFA, Portfolio Manager overseeing all of Eagle's municipal strategies, delve into the likely course of monetary policy, its economic impact, and the implications for investors. Bonds are once again asserting their role as a store of value, portfolio diversifier, and income generator. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, and Burton Mulford, CFA, Portfolio Manager overseeing all of Eagle's municipal strategies, delve into the likely course of monetary policy, its economic impact, and the implications for investors.

]]> 1641 no Factor investing: A compass for volatile markets https://marketsinfocuspodcast.com/ Inflation was the dominant story for the market in 2022, but not the only story. Beneath the surface, factors such as growth vs. value often shifted rapidly, temporarily altering the character of the market. Steve Singleton, Head of Portfolio and Investment Risk at Raymond James Investment Management, and Peter M. Schofield, CFA, Senior Portfolio Manager for Chartwell Investment Partners’ Dividend Value Strategy, discuss whether 2023 could bring more of these inflection points and why – plus how investors can leverage factor investing to navigate market volatility. Wed, 22 Mar 2023 13:51:18 -0000 Factor investing: A compass for volatile markets full Raymond James Investment Management Explore the power of factor investing and learn how to turn volatility into opportunity in 2023 Inflation was the dominant story for the market in 2022, but not the only story. Beneath the surface, factors such as growth vs. value often shifted rapidly, temporarily altering the character of the market. Steve Singleton, Head of Portfolio and Investment Risk at Raymond James Investment Management, and Peter M. Schofield, CFA, Senior Portfolio Manager for Chartwell Investment Partners’ Dividend Value Strategy, discuss whether 2023 could bring more of these inflection points and why – plus how investors can leverage factor investing to navigate market volatility. Inflation was the dominant story for the market in 2022, but not the only story. Beneath the surface, factors such as growth vs. value often shifted rapidly, temporarily altering the character of the market. Steve Singleton, Head of Portfolio and Investment Risk at Raymond James Investment Management, and Peter M. Schofield, CFA, Senior Portfolio Manager for Chartwell Investment Partners’ Dividend Value Strategy, discuss whether 2023 could bring more of these inflection points and why – plus how investors can leverage factor investing to navigate market volatility.

]]> 1515 no Investing in the face of a recession https://marketsinfocuspodcast.com/ With recession looming in 2023, it’s worth considering how much the Fed can even do at this point, and whether monetary and fiscal policies have a chance of cushioning the shock once again. Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, provides insights on U.S. versus international markets, minimizing risk, and positioning portfolios for an economic slowdown Mon, 19 Dec 2022 20:17:04 -0000 Investing in the face of a recession full Raymond James Investment Management A recession looks inevitable for 2023, so how can investors position their portfolios to minimize downside risk while preparing to capitalize on the opportunities to come? With recession looming in 2023, it’s worth considering how much the Fed can even do at this point, and whether monetary and fiscal policies have a chance of cushioning the shock once again. Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, provides insights on U.S. versus international markets, minimizing risk, and positioning portfolios for an economic slowdown With recession looming in 2023, it’s worth considering how much the Fed can even do at this point, and whether monetary and fiscal policies have a chance of cushioning the shock once again. Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, provides insights on U.S. versus international markets, minimizing risk, and positioning portfolios for an economic slowdown


]]> 1509 no Emerging markets: Poised to support growth? https://marketsinfocuspodcast.com/ Global storms are brewing, and a key question for investors is whether a global recession is inevitable. Antonina Tarassiouk, fixed income analyst at Reams Asset Management, and David Vaughn, chief investment officer for non-U.S. and global strategies at ClariVest Asset Management, discuss possible opportunities in emerging markets that may be poised for growth, despite recession fears. Mon, 05 Dec 2022 08:05:00 -0000 Amid growing concerns about a global recession, emerging markets appear to be ahead of the curve. full Raymond James Investment Management Global storms are brewing, and a key question for investors is whether a global recession is inevitable. Antonina Tarassiouk, fixed income analyst at Reams Asset Management, and David Vaughn, chief investment officer for non-U.S. and global strategies at ClariVest Asset Management, discuss possible opportunities in emerging markets that may be poised for growth, despite recession fears. Global storms are brewing, and a key question for investors is whether a global recession is inevitable. Antonina Tarassiouk, fixed income analyst at Reams Asset Management, and David Vaughn, chief investment officer for non-U.S. and global strategies at ClariVest Asset Management, discuss possible opportunities in emerging markets that may be poised for growth, despite recession fears.


]]> 1327 no Credit market cross-currents: macro uncertainty and alpha potential https://marketsinfocuspodcast.com/ The credit market has been impacted by duration shocks, high inflation, and rising borrowing costs, leading to deteriorating credit risk. Andy Toburen, CFA, Senior Portfolio Manager at Chartwell Investment Partners, unpacks it all and shares how investors can navigate the dynamic credit markets and find areas of opportunity. Thu, 10 Nov 2022 16:46:41 -0000 Credit market cross-currents: macro uncertainty and alpha potential full Raymond James Investment Management It’s been a rough year for investors, and the credit market has been no exception. Rates have surged, ending a multi-decade bond bull market. How can investors generate alpha as credit yields become more attractive? The credit market has been impacted by duration shocks, high inflation, and rising borrowing costs, leading to deteriorating credit risk. Andy Toburen, CFA, Senior Portfolio Manager at Chartwell Investment Partners, unpacks it all and shares how investors can navigate the dynamic credit markets and find areas of opportunity. The credit market has been impacted by duration shocks, high inflation, and rising borrowing costs, leading to deteriorating credit risk. Andy Toburen, CFA, Senior Portfolio Manager at Chartwell Investment Partners, unpacks it all and shares how investors can navigate the dynamic credit markets and find areas of opportunity.

]]> 1356 no Why bank stocks are more hyper-cyclical than ever https://marketsinfocuspodcast.com/ The business cycle and the strength of the consumer are expected to play key roles in setting the direction of the financial sector in the rest of 2022. Enrique Acedo, Research Analyst on the Equity Income Investment Team at Eagle Asset Manager, joins Matt Orton to discuss signs of worry and signs of promise in financials – an industry group that it is anything but uniform Tue, 13 Sep 2022 16:53:36 -0000 Why bank stocks are more hyper-cyclical than ever full Raymond James Investment Management Rising interest rates get much of the attention, but other critically important factors are also at work for bank, insurance, consumer lending, and financial services stocks. The business cycle and the strength of the consumer are expected to play key roles in setting the direction of the financial sector in the rest of 2022. Enrique Acedo, Research Analyst on the Equity Income Investment Team at Eagle Asset Manager, joins Matt Orton to discuss signs of worry and signs of promise in financials – an industry group that it is anything but uniform The business cycle and the strength of the consumer are expected to play key roles in setting the direction of the financial sector in the rest of 2022. Enrique Acedo, Research Analyst on the Equity Income Investment Team at Eagle Asset Manager, joins Matt Orton to discuss signs of worry and signs of promise in financials – an industry group that it is anything but uniform



]]> 1554 no Energy investing in a high-octane era of change https://marketsinfocuspodcast.com/ “Drill, baby, drill” once was the mantra in the energy patch. But for the past decade, deep value investors have set the tone, demanding dividends and saying, “Show me the money.” Now the industry again is in flux, with no shortage of catalysts: pandemic, war, inflation, looming recession, growth in alternative fuels, and more. Explore headwinds, tailwinds, and trends in the energy sector with Eric Mintz, CFA, Portfolio Manager on the small- and mid-cap growth teams at Eagle Asset Management, and Eric Chenoweth, CFA, Senior Investment Analyst on the mid-cap equity team at Scout Investments. Wed, 24 Aug 2022 07:01:00 -0000 Energy investing in a high-octane era of change full Raymond James Investment Management Few sectors can be as whip-sawed or as boosted by global events as energy. After a decade-long transition away from a single-minded focus on growth, the industry now faces a new set of challenges and offers a unique set of potential opportunities. “Drill, baby, drill” once was the mantra in the energy patch. But for the past decade, deep value investors have set the tone, demanding dividends and saying, “Show me the money.” Now the industry again is in flux, with no shortage of catalysts: pandemic, war, inflation, looming recession, growth in alternative fuels, and more. Explore headwinds, tailwinds, and trends in the energy sector with Eric Mintz, CFA, Portfolio Manager on the small- and mid-cap growth teams at Eagle Asset Management, and Eric Chenoweth, CFA, Senior Investment Analyst on the mid-cap equity team at Scout Investments. “Drill, baby, drill” once was the mantra in the energy patch. But for the past decade, deep value investors have set the tone, demanding dividends and saying, “Show me the money.” Now the industry again is in flux, with no shortage of catalysts: pandemic, war, inflation, looming recession, growth in alternative fuels, and more. Explore headwinds, tailwinds, and trends in the energy sector with Eric Mintz, CFA, Portfolio Manager on the small- and mid-cap growth teams at Eagle Asset Management, and Eric Chenoweth, CFA, Senior Investment Analyst on the mid-cap equity team at Scout Investments.

]]> 2223 no Opportunities in the wake of inflation https://marketsinfocuspodcast.com/ No one thought 2022 would be easy, but the war in Ukraine, with its shocks to global energy and commodity markets, has made taming inflation even harder. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, shares his perspective on credit and equity markets, the “creative destruction” rippling through the U.S. economy, and how the U.S. Federal Reserve doesn’t have any good choices, just “the lesser of many evils.” Tue, 02 Aug 2022 07:09:00 -0000 Opportunities in the wake of inflation full Raymond James Investment Management The COVID bust and vaccine boom that followed it was a period unlike any in U.S. history. So why would the resulting inflation be any different? No one thought 2022 would be easy, but the war in Ukraine, with its shocks to global energy and commodity markets, has made taming inflation even harder. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, shares his perspective on credit and equity markets, the “creative destruction” rippling through the U.S. economy, and how the U.S. Federal Reserve doesn’t have any good choices, just “the lesser of many evils.” No one thought 2022 would be easy, but the war in Ukraine, with its shocks to global energy and commodity markets, has made taming inflation even harder. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, shares his perspective on credit and equity markets, the “creative destruction” rippling through the U.S. economy, and how the U.S. Federal Reserve doesn’t have any good choices, just “the lesser of many evils.”

]]> 1557 no Is the Fed a match for inflation? https://marketsinfocuspodcast.com/ It would be nice if U.S. equities could find a bottom and recover without a recession. That’s what normal market activity often has looked like in the past. Trouble is, we haven’t had a lot of normal market activity in the last 15 years, says Jason Richey, CFA, Portfolio Manager at Cougar Global Investments. And that now makes it harder for everyone: central banks, corporate management, and investors alike. Richey shares his thoughts on the impact of inflation, its effects on the consumer, and how, ultimately, investors can position in a markedly bearish environment. Wed, 29 Jun 2022 05:05:00 -0000 Is the Fed a match for inflation? full Raymond James Investment Management Labor costs and borrowing costs will be two key considerations for U.S. companies trying to navigate persistent inflation and slowing growth through the end of the year. With both, all roads lead back to the Fed. It would be nice if U.S. equities could find a bottom and recover without a recession. That’s what normal market activity often has looked like in the past. Trouble is, we haven’t had a lot of normal market activity in the last 15 years, says Jason Richey, CFA, Portfolio Manager at Cougar Global Investments. And that now makes it harder for everyone: central banks, corporate management, and investors alike. Richey shares his thoughts on the impact of inflation, its effects on the consumer, and how, ultimately, investors can position in a markedly bearish environment. It would be nice if U.S. equities could find a bottom and recover without a recession. That’s what normal market activity often has looked like in the past. Trouble is, we haven’t had a lot of normal market activity in the last 15 years, says Jason Richey, CFA, Portfolio Manager at Cougar Global Investments. And that now makes it harder for everyone: central banks, corporate management, and investors alike. Richey shares his thoughts on the impact of inflation, its effects on the consumer, and how, ultimately, investors can position in a markedly bearish environment.

]]> 1536 no The next step in ESG investing https://marketsinfocuspodcast.com/ It’s not new for companies to report on their efforts to curb greenhouse gases and fight climate change, but there are few dependable and universal ways to compare one company to the next. Now the SEC has proposed new rules aimed at standardizing such disclosures. Joy Facos, Head of Sustainable Investing and Corporate Responsibility at Carillon Tower Advisers, explains why the proposed rules will help empower investors to make meaningful judgments about how companies’ work to sharpen the environmental, social, and governance (ESG) focus of their models might – or might not – create long- term value. Wed, 18 May 2022 05:05:00 -0000 The next step in ESG investing full Raymond James Investment Management The U.S. Securities and Exchange Commission recently unveiled proposed rules that could transform environmental, social, and governance (ESG) investing. Amid 500 pages of text, three words stand out: Consistency. Comparability. Reliability. It’s not new for companies to report on their efforts to curb greenhouse gases and fight climate change, but there are few dependable and universal ways to compare one company to the next. Now the SEC has proposed new rules aimed at standardizing such disclosures. Joy Facos, Head of Sustainable Investing and Corporate Responsibility at Carillon Tower Advisers, explains why the proposed rules will help empower investors to make meaningful judgments about how companies’ work to sharpen the environmental, social, and governance (ESG) focus of their models might – or might not – create long- term value. It’s not new for companies to report on their efforts to curb greenhouse gases and fight climate change, but there are few dependable and universal ways to compare one company to the next. Now the SEC has proposed new rules aimed at standardizing such disclosures. Joy Facos, Head of Sustainable Investing and Corporate Responsibility at Carillon Tower Advisers, explains why the proposed rules will help empower investors to make meaningful judgments about how companies’ work to sharpen the environmental, social, and governance (ESG) focus of their models might – or might not – create long- term value.

]]> 1233 no Blockchain technology: Was Crypto just the beginning? https://marketsinfocuspodcast.com/ Where is blockchain technology right now? Think of the internet in the late 1990s: There’s worlds of potential to transform the economy, but also every kind of practical question to be figured out. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, about how the blockchain isn’t just for cryptocurrency, what makes it a candidate to revolutionize entire industries, and why investors should look at it as a long-term driver of secular growth. Wed, 13 Apr 2022 17:41:20 -0000 Blockchain technology: Was Crypto just the beginning? full Raymond James Investment Management From mangoes to diamonds to healthcare to finance: Blockchain technology is poised to transform virtually every corner of the economy. Where is blockchain technology right now? Think of the internet in the late 1990s: There’s worlds of potential to transform the economy, but also every kind of practical question to be figured out. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, about how the blockchain isn’t just for cryptocurrency, what makes it a candidate to revolutionize entire industries, and why investors should look at it as a long-term driver of secular growth. Where is blockchain technology right now? Think of the internet in the late 1990s: There’s worlds of potential to transform the economy, but also every kind of practical question to be figured out. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with Tariq Siddiqi, CFA, Senior Research Analyst at Eagle Asset Management, about how the blockchain isn’t just for cryptocurrency, what makes it a candidate to revolutionize entire industries, and why investors should look at it as a long-term driver of secular growth.

]]> 1419 no Inflation, the Fed, and portfolio positioning https://marketsinfocuspodcast.com/ The inflation of 2021 had no shortage of drivers – including spiking consumer demand, supply chain disruptions, and unprecedented monetary and fiscal support for the economy. But what about the inflation of 2022? Rising housing costs are likely to continue to be a factor, while base effects could contribute to inflation peaking. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Lagowski, CFA, Research Analyst with Eagle Asset Management, about inflation’s likely direction and what investors should think about in the coming year. Mon, 07 Mar 2022 06:05:00 -0000 Inflation, the Fed, and portfolio positioning full Raymond James Investment Management How did the Fed misjudge 2021’s biggest story so badly, and what are the implications of inflation – whether rising, falling, or something in between – for investors in the coming year? The inflation of 2021 had no shortage of drivers – including spiking consumer demand, supply chain disruptions, and unprecedented monetary and fiscal support for the economy. But what about the inflation of 2022? Rising housing costs are likely to continue to be a factor, while base effects could contribute to inflation peaking. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Lagowski, CFA, Research Analyst with Eagle Asset Management, about inflation’s likely direction and what investors should think about in the coming year. The inflation of 2021 had no shortage of drivers – including spiking consumer demand, supply chain disruptions, and unprecedented monetary and fiscal support for the economy. But what about the inflation of 2022? Rising housing costs are likely to continue to be a factor, while base effects could contribute to inflation peaking. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Lagowski, CFA, Research Analyst with Eagle Asset Management, about inflation’s likely direction and what investors should think about in the coming year.

]]> 1884 no Growth vs. Value whiplash: What’s ahead in 2022? https://marketsinfocuspodcast.com/ Investors once were used to seeing momentum swing between growth and value stocks in a classic economic cycle. But the pandemic subverted all of that, creating shorter mini-cycles as cases rose and fell. Now with interest rates on the rise, a new chapter might be about to unfold. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Indellicate, CFA, Co-Portfolio Manager at Scout Investments, Michael Waterman, CFA, Portfolio Manager at ClariVest Asset Management, and Steve Singleton, Head of Risk at Carillon Tower Advisers, about 2022’s emerging opportunities in the seesaw world of factor investing. Mon, 21 Feb 2022 14:52:27 -0000 Growth vs. Value whiplash: What’s ahead in 2022? full Raymond James Investment Management Growth stocks went on an extraordinary run during the pandemic, but rising rates set the stage for value stocks. What’s ahead for factor investing, and is there a different way to look at the question of growth vs. value? (Spoiler: Yes.) Investors once were used to seeing momentum swing between growth and value stocks in a classic economic cycle. But the pandemic subverted all of that, creating shorter mini-cycles as cases rose and fell. Now with interest rates on the rise, a new chapter might be about to unfold. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Indellicate, CFA, Co-Portfolio Manager at Scout Investments, Michael Waterman, CFA, Portfolio Manager at ClariVest Asset Management, and Steve Singleton, Head of Risk at Carillon Tower Advisers, about 2022’s emerging opportunities in the seesaw world of factor investing. Investors once were used to seeing momentum swing between growth and value stocks in a classic economic cycle. But the pandemic subverted all of that, creating shorter mini-cycles as cases rose and fell. Now with interest rates on the rise, a new chapter might be about to unfold. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Indellicate, CFA, Co-Portfolio Manager at Scout Investments, Michael Waterman, CFA, Portfolio Manager at ClariVest Asset Management, and Steve Singleton, Head of Risk at Carillon Tower Advisers, about 2022’s emerging opportunities in the seesaw world of factor investing.

]]> 1641 no Energy: Rough Past. Brighter Future? https://marketsinfocuspodcast.com/ Energy has seen its weight decline meaningfully across broader market indices over the past 10 years. But it was the best-performing sector in 2021 and many analysts are optimistic heading into 2022. Eric Chenoweth, CFA, senior investment analyst on the mid-cap equity team at Scout Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to explore what accounted for energy’s outperformance in 2021 and whether those drivers are sustainable. Mon, 24 Jan 2022 06:05:00 -0000 Energy: Rough Past. Brighter Future? full Raymond James Investment Management The energy sector saw a truly horrible year in 2020, followed by a much better 2021. What does 2022 hold for a sector that always has its share of headwinds, but now might have some tailwinds, too? Energy has seen its weight decline meaningfully across broader market indices over the past 10 years. But it was the best-performing sector in 2021 and many analysts are optimistic heading into 2022. Eric Chenoweth, CFA, senior investment analyst on the mid-cap equity team at Scout Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to explore what accounted for energy’s outperformance in 2021 and whether those drivers are sustainable. Energy has seen its weight decline meaningfully across broader market indices over the past 10 years. But it was the best-performing sector in 2021 and many analysts are optimistic heading into 2022. Eric Chenoweth, CFA, senior investment analyst on the mid-cap equity team at Scout Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to explore what accounted for energy’s outperformance in 2021 and whether those drivers are sustainable.

]]> 1555 no What happened to the reflation trade? https://marketsinfocuspodcast.com/ During the gold rush, the real money was made not by miners but by the businesses who sold the miners their picks and shovels. Now semiconductors are poised to be the picks and shovels of the coming decade, said Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments. Smashey joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to examine what happened to the reflation trade over the last year and what to watch for in 2022 and beyond. Mon, 10 Jan 2022 06:05:00 -0000 What happened to the reflation trade? full Raymond James Investment Management A year into the reflation trade, valuation metrics for many growth stocks are higher than they were a year ago. But if you look at fundamental drivers, things are not so clear. During the gold rush, the real money was made not by miners but by the businesses who sold the miners their picks and shovels. Now semiconductors are poised to be the picks and shovels of the coming decade, said Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments. Smashey joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to examine what happened to the reflation trade over the last year and what to watch for in 2022 and beyond. During the gold rush, the real money was made not by miners but by the businesses who sold the miners their picks and shovels. Now semiconductors are poised to be the picks and shovels of the coming decade, said Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments. Smashey joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to examine what happened to the reflation trade over the last year and what to watch for in 2022 and beyond.

]]> 1899 no Coping with concentration in small caps https://marketsinfocuspodcast.com/ Concentration in the small-cap indices is presenting challenges for investors and active managers. Peter Crivelli, Senior Vice President at Carillon Tower Advisers, joins Matt Orton, CFA, Carillon’s Chief Market Strategist, to navigate opportunity in the sectors taking up the most space. Mon, 29 Nov 2021 21:38:00 -0000 Coping with concentration in small caps full Raymond James Investment Management Increased concentration is distorting performance across small-cap indices. How can active managers adjust? Concentration in the small-cap indices is presenting challenges for investors and active managers. Peter Crivelli, Senior Vice President at Carillon Tower Advisers, joins Matt Orton, CFA, Carillon’s Chief Market Strategist, to navigate opportunity in the sectors taking up the most space. Concentration in the small-cap indices is presenting challenges for investors and active managers. Peter Crivelli, Senior Vice President at Carillon Tower Advisers, joins Matt Orton, CFA, Carillon’s Chief Market Strategist, to navigate opportunity in the sectors taking up the most space.

]]> 1389 no The evolution of ETFs https://marketsinfocuspodcast.com/ 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. Mon, 25 Oct 2021 05:03:00 -0000 The evolution of ETFs full Raymond James Investment Management What should investors consider as ETF’s become ever more common in the investment landscape? 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. 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.

]]> 1378 no “G”: The key to ESG success https://marketsinfocuspodcast.com/ 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. Joy joins Matt Orton, CFA, to talk about how environmental and social issues – the “E” and “S” issues – are guided by the “G.” Wed, 29 Sep 2021 05:03:00 -0000 “G”: The key to ESG success full Raymond James Investment Management Don’t overlook the “G” in ESG. Governance is the glue that holds it all together. 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. Joy joins Matt Orton, CFA, to talk about how environmental and social issues – the “E” and “S” issues – are guided by the “G.” 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. Joy joins Matt Orton, CFA, to talk about how environmental and social issues – the “E” and “S” issues – are guided by the “G.”

]]> 1167 no Not enough chips on the table https://marketsinfocuspodcast.com/ 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. Tue, 14 Sep 2021 05:03:00 -0000 Not enough chips on the table full Raymond James Investment Management A closer look at the global chip shortage that left supply chains starving. 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. 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.

]]> 1435 no Moving past 'peak everything' https://marketsinfocuspodcast.com/ 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. Mon, 30 Aug 2021 07:03:00 -0000 Moving past 'peak everything' full Raymond James Investment Management Markets seem to make new highs every week, leading investors to ask: Where do we go from here? 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. 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.

]]> 1212 no Can denial defeat inflation? https://marketsinfocuspodcast.com/ 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. Tue, 10 Aug 2021 16:14:06 -0000 Can denial defeat inflation? full Raymond James Investment Management Markets seem to embrace the Fed’s line that inflation is transitory, but gauges may be skewed. 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. 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.


]]> 1583 no How can healthcare regain momentum? https://marketsinfocuspodcast.com/ 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. Rich joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to explain the innovations in the works that may provide investor opportunity. Wed, 21 Jul 2021 07:04:00 -0000 How can healthcare regain momentum? full Raymond James Investment Management 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? 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. Rich joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to explain the innovations in the works that may provide investor opportunity. 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. Rich joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to explain the innovations in the works that may provide investor opportunity.

]]> 1550 no Changing tides: enthusiasm rises for international equities https://marketsinfocuspodcast.com/ 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. Tue, 06 Jul 2021 07:05:00 -0000 Changing tides: enthusiasm rises for international equities full Raymond James Investment Management 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. 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. 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.

]]> 1380 no Don’t overlook mid-cap stocks https://marketsinfocuspodcast.com/ 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. Wed, 23 Jun 2021 20:26:00 -0000 Don’t overlook mid-cap stocks full Raymond James Investment Management Mid-cap stocks have shown strong performance since the pandemic market bottom in March 2020. Why aren’t more investors taking note? 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. 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.

]]> 1292 no Moving money to munis? https://marketsinfocuspodcast.com/ 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. Tue, 08 Jun 2021 07:07:00 -0000 Moving money to munis? full Raymond James Investment Management Higher tax talk makes investors remember municipal bonds 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. 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.

]]> 1463 no Unprecedented stimulus fuels market distortion https://marketsinfocuspodcast.com/ 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. Mon, 24 May 2021 07:05:00 -0000 Unprecedented stimulus fuels market distortion full Raymond James Investment Management The stimulus spigot is wide open – but is it manipulating markets? 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. 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.

]]> 1985 no Online gaming industry bets on consumers https://marketsinfocuspodcast.com/ 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. Tue, 11 May 2021 16:36:05 -0000 Online gaming industry bets on consumers full Raymond James Investment Management Consumers are carrying the post-COVID recovery – where can investors seek opportunity? 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. 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.

]]> 1729 no Is this as good as it gets? Post-COVID market outlook https://marketsinfocuspodcast.com/ 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. Mon, 26 Apr 2021 07:05:00 -0000 Is this as good as it gets? Post-COVID market outlook full Raymond James Investment Management Market expectations are high – but are they high enough? 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. 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.

]]> 1140 no Deep value strikes back https://www.carillontower.com/podcast/episode-5-deep-value-strikes-back 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. Mon, 12 Apr 2021 07:04:00 -0000 Deep value strikes back full Raymond James Investment Management What should investors focus on amid the growth-value whiplash? Carillon Tower Advisers’ risk expert has some ideas. 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. 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.

]]> 1126 no Can small caps keep up the pace? https://www.carillontower.com/podcast/episode-4-can-small-caps-keep-up-the-pace 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. Mon, 29 Mar 2021 07:00:00 -0000 Can small caps keep up the pace? full Raymond James Investment Management 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? 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. 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.

]]> 1919 no Bubbles and stonks https://www.carillontower.com/podcast/episode-3-bubbles-and-stonks 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. Mon, 15 Mar 2021 07:00:00 -0000 Bubbles and stonks full Raymond James Investment Management 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. 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. 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.

]]> 1392 no Beyond the “E” in ESG https://www.carillontower.com/podcast/episode-2-esg 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.  Thu, 25 Feb 2021 08:05:00 -0000 Beyond the “E” in ESG full Raymond James Investment Management 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? 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.  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. 

]]> 1248 no Fiscal stimulus… forever? https://www.carillontower.com/podcast/episode-1-fiscal-policy 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 Portfolio Managers James Camp, CFA, and Brad Erwin, CFA, of Eagle Asset Management, to analyze the potential opportunities for investors focused on income. Thu, 25 Feb 2021 08:00:00 -0000 Fiscal stimulus… forever? full Raymond James Investment Management 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? 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 Portfolio Managers James Camp, CFA, and Brad Erwin, CFA, of Eagle Asset Management, to analyze the potential opportunities for investors focused on income. 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 Portfolio Managers James Camp, CFA, and Brad Erwin, CFA, of Eagle Asset Management, to analyze the potential opportunities for investors focused on income.

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