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    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.
     
    August 26, 2022
    U.S. Federal Reserve officials may have to lift interest rates aggressively for the next few months, but they could still slow down after that, especially if inflation can keep declining. “The quiet part they’re not saying out loud is that those kinds of short-term rates would be really punishing to risk markets,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Barron’s after Fed Chairman Jerome Powell’s speech in Jackson Hole, Wyo. Read the full article here.
     
    June 21, 2022
    “The bond market is looking to us to be very attractive, certainly a much better entry point than it has been for the last couple of years,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg TV’s “The Open.” Recall, he said, that a little over two years ago the yield on the 10-year Treasury note yield dipped to just 40 basis points. “So these 3 and 3½% yields, actuarially speaking, and long-term you add on a corporate credit spread that is widened, you’re getting a 4½ and 5% yield for an asset class that has been out of favor for a long time,” Camp said. “It’s time to take a good hard look at that.” Click here to listen to Camp’s comments beginning just after the 7-minute mark.
     
    June 14, 2022
    Because the U.S. Federal Reserve failed to get the inflation story right sooner, it unfortunately now has little choice but to “slow aggregate demand,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg TV. “The Fed is crushing credit conditions, and that is, in fact, I think part of what they’re trying to do,” he said. “This is full-on demand destruction” driven by the thought, “We’ve got to slow the economy.” This likely will create a couple of difficult quarters for the economy, Camp said, but also is opening some attractive entry points for investors in certain areas of fixed income. Click here to watch the interview.
     

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  • 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
    Chartwell Rehires PM/Senior Analyst for its Small and Mid Cap Growth Team
    Chartwell Investment Partners  |  July 19, 2022
    Chartwell Rehires PM/Senior Analyst for its Small and Mid Cap Growth Team

    Chartwell Investment Partners is pleased to announce the re-hire of Theresa Tran, CFA, as a Portfolio Manager and Senior Analyst for its Small and Mid Cap Growth team.

    READ MORE

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