X
Our News 

Our News

  • In the News

    September 14, 2023
    A global fund manager survey may show that investors are fleeing China, but Matt Orton, Chief Strategist at Raymond James Investment Management, sees opportunities in other emerging markets. In an interview with MarketWatch, he identified India, Taiwan, and South Korea as countries that have bright prospects. “Where investors are willing to do a little bit of homework, there’s definitely opportunities,” Orton said.

    The full MarketWatch article goes into more detail.
     
    September 14, 2023
    India is winning what China has lost now that more companies are reorganizing their supply chains, according to Matt Orton, Chief Strategist at Raymond James Investment Management. In his appearance on CNBC TV-18, he also discussed how increased energy costs are being driven by supply constraints and demand that has been stronger than investors are willing to acknowledge. Orton says that he'd be ready to put money to work if markets experienced a healthy pullback, but as always, quality counts.

    Watch the interview and learn more.
     
    August 10, 2023
    Can the U.S. Federal Reserve (Fed) declare victory against inflation? Some of the data has been encouraging, says Matt Orton, Chief Strategist at Raymond James Investment Management, but it’s too early to say that the fight is over. Orton expects interest rates to remain higher for longer, even if the Fed pauses rate increases in September.

    Watch his full interview with CNBC TV-18 here.
     
    August 2, 2023
    Investors may be feeling positive for the first time in a while, but a key test will be whether they remain calm through a market correction. Matt Orton, Chief Strategist at Raymond James Investment Management, expects some consolidation ahead, warning clients not to chase the market higher.

    Watch his full interview on the TD Ameritrade network.
     
    August 2, 2023
    “Build versus buy” is a well-known decision framework for business strategies, and Raymond James investment Management is considering both approaches to developing new offerings. Private credit, secondary private equity, real estate, and infrastructure are some of the possibilities, in addition to actively managed exchange-traded funds.

    Bob Kendall, President of Raymond James Investment Management, shares his thoughts for expansion in CityWire (subscription required).
     
    July 27, 2023
    The U.S. Federal Reserve has implemented some of the most aggressive interest rate hikes in history, but inflation remains a major concern. Todd Thompson, CFA, managing director and portfolio co-manager at Reams Asset Management, discussed the central bank’s likely responses with S&P Global Market Intelligence.

    Read the article to learn more.
     
    July 19, 2023
    Earnings season has brought encouraging news from money center banks and some of the larger regional banks, with an inflection in the flight of deposits, improving deal flow, and continued signs of a healthy consumer, said Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBC’s Squawk Box Europe. “The consumer has continued to surprise to the upside, and I think that has provided a lot of support not only for the economy as a whole but for corporate earnings,” he said. Once more regional banks start to report, it will be key to watch what’s going on with commercial real estate losses. Watch the full 10-minute interview here.
     
    July 12, 2023
    Inflation may be moving in the right direction, but Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBC TV-18 that it's too early for the Fed to declare "mission accomplished."

    Watch the interview and learn more.
     
    July 11, 2023
    “Coming out of zero-COVID,” the performance of China, the world’s second-largest economy, has “definitely been disappointing,” but still “good enough that it hasn’t derailed the global growth story,” Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told the Wall Street Journal. A lot of semiconductor companies that have driven large-cap stocks into the artificial intelligence growth market “have high revenue exposure to China,” Orton said. Read the article here. (Subscription required.)
     
    June 29, 2023
    David R. Vaughn, CFA, Chief Investment Officer of Non-U.S. and Global Strategies at ClariVest, believes that longer-term growth potential and a significant valuation gap are reasons why investors with longer time horizons should consider emerging markets. Read more in this Forbes article.
     
    June 27, 2023
    There are several factors to consider when determining how fixed-income markets will behave in the second half of the year. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, discussed them with Tom Keene and Lisa Abramowicz on Bloomberg Surveillance.

    Click here for Camp’s remarks on tight credit conditions, banks under stress, and how “the Fed’s work is really just starting.” (segment begins at 1:17:00).
     
    June 13, 2023
    After correctly predicting that the June meeting of the Federal Open Market Committee would result in a pause for interest rate hikes, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBCTV-18 that investors need to take the U.S. Federal Reserve at its word when it says that rate hikes may not be over. Watch the full video.
     
    June 5, 2023
    Although the U.S. may be just shy of entering a new bull market, market gains continue to be supported by a small number of companies. At the start of June, the S&P 500's information technology and communications services sectors had each gained more than 34%, but only five of the S&P 500’s 11 sectors are up for the year. Other sectors may catch up. In the meantime, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told the Wall Street Journal that “I think you want to be leaning into higher-quality, low volatility names.” Read the full story here. (Subscription required.)
     
    May 30, 2023
    Once the drama of the debt ceiling is over, investors and central banks will be able to re-focus on economic data. Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBC-TV18 that over the next six months, a strong economic outlook means that the U.S. Federal Reserve will have a difficult time cutting interest rates. “Inflation’s certainly coming down,” he said, “but there’s persistent pressure.” Click here to watch the full interview.
     
    May 24, 2023
    Asset managers looking to grow need to focus on a few key areas, including long-term decision-making, clients’ needs, cultural alignment, and broader distribution, Bob Kendall, President of Raymond James Investment Management, told Ignites. Fund companies can build internal distribution teams that target clients by segment, but doing so is expensive, he said. They can also work with third-party distributors, or they can “look to be acquired by a larger platform that will respect their independence while providing efficiencies of scale,” Kendall said. “Managers can make money in this new paradigm of ever-compressing fees, but it’s easier to do so with preexisting back-office functions, versus having to create those functions individually.”
    Click here for the full article (subscription required).
     
    May 1, 2023
    How are professional investors reacting to fears of recession and expectations that the Fed may end its rate tightening cycle? Todd Thompson, CFA, managing director and portfolio co-manager at Reams Asset Management, told Reuters that outsized moves in Treasuries and debt ceiling uncertainty could make a case for maintaining neutral-duration portfolio strategies. Read more in the article.
     
    April 28, 2023
    “The economy has held up much better than a lot of folks have feared, and the consumer wallet is still open,” Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBC’s Closing Bell: Overtime. Consumer spending and company earnings suggest that worst-case scenarios are unlikely, but “the Fed is going to be the big question mark.” Click here for more of his thoughts on company earnings.
     
    April 27, 2023
    Although bond yields are changing, it might not be a good time to abandon effective investment approaches. From a credit selection perspective, "we still think it makes sense to focus on strong companies and defensive sectors, whether in investment grade or high yield," Bishop Jordan, senior credit analyst at Eagle Asset Management, told Reuters. Read more in the full article.
     
    April 18, 2023
    What’s coming next from the U.S. Federal Reserve: A pause, a pivot, or preparation for another hike? Todd Thompson, CFA, Managing Director and Portfolio Co-Manager at Reams Asset Management, discussed the possibilities with Bloomberg. “Our thesis in credit is that you want to be on the long side and we do expect the Fed to pivot and ease,” Thompson said.
    Read the full story here.
     
    March 30, 2023
    U.S. equities don’t seem fazed by a trio of midsized bank failures touched off by the implosion of Silicon Valley Bank, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told the Wall Street Journal. “Market fears of broader contagion are limited,” Orton said. “The market is starting to coalesce around the fact that this was not a systemic risk event. It was very idiosyncratic, and specific to issues at certain banks.” Read the full story here. (Subscription required.)
     
    March 30, 2023
    “The script has flipped” regarding the relationship between the yields of the 10-year Treasury note and the S&P 500 Index, James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Barron’s. So it’s no surprise that Investors have moved cash out of dividend-focused mutual funds as rising yields make bonds more competitive. “There are alternatives for income investors,” Camp said. Click here to read more.
     
    March 24, 2023
    The crisis in the banking sector stands to slow the process of replacing the London Interbank Offered Rate (LIBOR) with the Federal Reserve's Secured Overnight Financing Rate (SOFR), Matt Orton, CFA, told Reuters. "Only about 15% to 20% of outstanding loans are using SOFR and I fully expect to see administrative logjams for borrowers, lenders, lawyers, and bankers,” Orton said. "One of the hurdles in the flip to SOFR has been in agreeing to amendments that address credit spread adjustments, and the wild swings in the market will only add to lender reticence to resolve these issues in the near term.” Click here for the full article.
     
    March 8, 2023
    “I think the markets have misread (U.S. Federal Reserve Chairman Jerome) Powell all along, and I think yesterday’s comments were kind of trying to put a damper on risk assets that started the year on fire back in January,” James Camp, CFA, Managing Director of Fixed and Strategic Income at Eagle Asset Management, told CNBC’s Squawk Box. “To get inflation back to long-term trend,” interest rates are “going to have to be higher for considerably longer than I think people were really ready to believe.” Click here for the Camp’s thoughts on monetary policy and the timing of a possible recession.
     
    February 17, 2023
    Can high-growth, rate-sensitive stocks like tech continue to outperform in a rising rate environment? Don’t count on it, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told Reuters. “The textbooks have not been rewritten,” he said. “In a higher rate regime, profitability matters. Fundamentals will start to catch up." Read the full column here.
     
    February 14, 2023
    “Where I think the market continues to miss the mark is in expecting that the Fed isn’t going to keep its foot on the brakes for a longer period of time,” Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told CNBC-TV18 in India. “Higher for longer is going to remain the thesis, and bond markets have started to come around to that. Bond market pricing is much closer aligned to what Fed guidance has been. The issue is in the equity markets and particularly in the lower-quality, higher-duration parts of the market.” Click here for Orton’s thoughts how high interest rates could get as well as why he favors remaining more defensive in core positioning.
     
    February 8, 2023
    “Moving forward, there’s no question that the weakening dollar is going to be positive on the margin” for growth stocks, including those in the tech sector, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told the Wall Street Journal. That said, Orton said he expects technology demand to remain the most important driver of the sector’s growth. Read more here.
     
    February 2, 2023
    Stocks face questions two key Asian markets – India, because of controversy centered on a massive conglomerate there, and China, because of regulatory crackdowns – but those aren’t Asia’s only options for global investors, said Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management. “I think China is overbought in the near term,” Orton told CNBC-TV18 in India, so “look at some of the other Asian emerging market countries, like the Philippines, which has been an outperformer, Thailand, South Korea, and Taiwan, which are large semiconductor areas and the market is becoming much more optimistic there. So I think you want to lean into the China re-opening story, but you can do so by finding other countries that don’t have those regulatory risks that still have solid growth and are going to benefit from China re-opening and more global trade.” Click here to listen to the interview.
     

    Interviews linked from this page may contain forward-looking statements. These statements are not guarantees of future performance and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements.

    The views expressed are opinions of the speaker alone. Any securities mentioned or shown in any video or interview are not recommendations to buy or sell and should not be used for investment decisions.

    Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.

    Not FDIC insured. No bank guarantee. May lose value. Carillon Fund Distributors, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716

  • Press Releases

    Carillon Tower Advisers named 2023 U.S. Refinitiv Lipper Fund Awards Best Fixed Income Small Fund Family Group, as of 11/30/22
    Raymond James Investment Management  |  March 29, 2023
    Award-winning active fixed income solutions

    Carillon Tower Advisers named 2023 U.S. Refinitiv Lipper Fund Awards Best Fixed Income Small Fund Family Group, as of 11/30/22

    Read more

  • Media and Information Requests

    To request more information about Raymond James Investment Management or its affiliates or to request an interview, please contact:

    Shree Dhond/Doug Allen
    Dukas Linden Public Relations
    Phone: 212.704.7385

    Mathew Horridge
    Phone: 800.521.1195
    Email: matt.horridge@RJInvestmentManagement.com

    Please include in your inquiry your name, publication, deadline, subject matter and a telephone number or e-mail address where you can be reached.