Chief Market Strategist Matt Orton, CFA, Vanderbilt computer scientist Dr. Jules White, and Raymond James Senior Research Analyst Srini Pajjuri explore what generative AI entails, the potential reach of its near-term applications, and how investors should think about the next phase of investing in AI.
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Financial markets have seen rate-tightening cycles before, but they have never seen the U.S. Federal Reserve raise interest rates so rapidly. The long and variable lags of monetary policy are still working their way through financial markets, and the question for investors is: "What happens next?"
Hear from portfolio managers with three fixed-income boutiques at Raymond James Investment Management as they discuss how to allocate assets around the peak of the interest rate cycle.
For the third consecutive year, the Carillon Family of Funds is named 2023 U.S. Refinitiv Lipper Fund Awards Best Fixed Income Small Fund Family Group, as of 11/30/22.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Small fund family groups are eligible for the award if they have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. Expense waivers had a material effect on the returns, ratings and rankings of both funds which would have been lower absent waivers. Past performance is not indicative of future results. Strong ratings are not indicative of future positive fund performance.
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We believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term. Our portfolio managers take a long-term perspective with their investments, maintain focused portfolios, and strive for increased active share of their holdings to deliver attractive investment performance.
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ClariVest Asset Management's universally applied investment philosophy is based on capturing the return potential created as investors react inefficiently to significant shifts in a company’s fundamental growth cycle. Portfolio managers work as a cohesive team to manage strategies across geographies and the market-cap spectrum.
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Cougar Global Investments, is a globally-oriented macro asset-class portfolio manager that uses a disciplined portfolio-construction methodology which combines macroeconomic analysis with downside-risk management. Cougar Global’s guiding belief is that the goal of investing is to generate consistent compound growth, primarily achieved by seeking to minimize loss.
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Eagle Asset Management, provides a broad array of fundamental equity and fixed-income strategies designed to meet the long-term goals of institutional and individual investors. Eagle’s multiple independent investment teams have the autonomy to pursue investment decisions guided by their individual philosophies and strategies.
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Reams Asset Management (Scout's fixed-income division) believes volatility is a key performance driver in the fixed-income market, is usually higher than perceived, and is often mispriced.
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Scout's equity investment teams employ distinct investment philosophies and processes to pursue long-term capital appreciation objectives that are consistent with client goals. Our thoughtful approach to asset management extends to how we cultivate client relationships and to how we distribute strategies via separate accounts, commingled funds and mutual funds.
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