Our News 

Our News

  • Press Releases

  • In the News

    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.
     
    August 15, 2022
    Increased breadth in equities is a good sign, but Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told BNN Bloomberg that the market needs some sort of correction or consolidation to set itself up to move higher. Consequently, “right now it makes more sense to look to buy the dips again,” he says, and to consider reloading in areas, like small caps or high-quality software, with the potential to add beta exposure to portfolios. Click here to listen to watch the interview.
     
    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.
     
    May 24, 2022
    “Sentiment is so bad and a lot of technical metrics are so awful with respect to the market that this is the first time in a while that I’ve been telling our clients that it makes sense to start dipping your toes back into the market and being very opportunistic about where you’re putting money to work,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told ChannelNews Asia. Click here to watch Orton’s interview, which begins at 17:30 into the program, for his thoughts on sectors like healthcare and high-quality information technology.
     
    March 24, 2022
    Amid rising prices and falling supplies, the “severity of restrictions” will be crucial in determining how many countries buy Russian oil, and that is an “evolving process,” Eric Chenoweth, CFA, Senior Investment Analyst at Scout Investments, told Barron’s. There isn’t a whole lot the Organization of Petroleum Exporting Countries can do in the short run, he said. The group would have to “go through an investment cycle before it is able to add significant capacity beyond what it will reach this year.” Click here to read the full article. (Subscription required.)
     
    March 18, 2022
    “I think the market is pricing in that we’re going to have a little bit more of a prolonged war and uncomfortable situation over in Europe,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told BNN Bloomberg. Commodity prices are elevated, but have come off the extreme levels of a week or two ago, and Orton said he doesn’t expect them to surge higher if the status quo doesn’t change. “But,” he said, “if we see an intensification in the crisis – if there’s more uncertainty that’s put into the market – I think that could be problematic.” Click here for Orton’s thoughts on which parts of the market “aren’t as exposed to some of this uncertainty,” as well as his outlooks for energy, healthcare, regional banks, and international equities.
     
    March 15, 2022
    “The Fed has no good choices in our opinion,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg The Open. “But I think job one is going to be price stability and inflation, and I think inevitably that’s going to push us closer to a slowdown or at least a quarter or two of negative growth.” Click here to watch the interview.
     
    February 28, 2022
    The chances that the U.S. Federal Reserve will raise interest rates by 50 basis points, as opposed to 25, are dwindling, and it’s plausible “the Fed is going to feel like they can’t be aggressive,” Todd Thompson, CFA, Managing Director and Portfolio Co-Manager at Reams Asset Management, told Barron’s. Click here to read the full story. (Subscription required.)
     
    February 27, 2022
    “Be cautious in the near term, but be opportunistic.” That’s the advice that Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Bloomberg Radio that he’s giving clients. Higher-quality sectors that he said he believes are worth a look include energy, financials, and information technology, where there has been significant compression in valuations, especially in the IT space. Click here to hear the full interview, in which Orton also discussed how the war is likely to affect U.S. monetary policy.
     
    February 25, 2022
    "People are looking for protection in the market,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Reuters. Consequently, he said, "There has been a big change in how investors are using options. Last year it was leveraging upside bets via massive out-of-the-money calls. Now, people are using options more to hedge their portfolios, which represents a healthier change." Click here to read the full article.
     
    February 17, 2022
    “There’s probably a regime shift underway to an environment where volatility remains a little bit more elevated,” Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told BNN Bloomberg. “So the big question then is, how do you protect your portfolio and build the proper asset allocation to move forward? I think the main message is to make sure you have balance between growth and value in the portfolio.” Click here to watch the interview on BNN Bloomberg’s “The Open.”
     
    February 9, 2022
    "I firmly believe that we're at or approaching what I like to call 'peak hawkishness,' " Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, told Yahoo Finance. "The markets came into this year looking for two rate hikes. We're now pricing in five rate hikes. There's calls for six or seven. Frankly, I think that's a little bit alarmist. When you look at what's happening, the fundamentals of the overall economy are really, really strong." Click here to watch the interview, which also covered Orton's belief that tactical asset allocation will be a key to success in equity investing this year.
     
    January 26, 2022
    “One of the biggest risks for this year is a Fed policy error,” Reams Asset Management Portfolio Manager Todd Thompson told Barron’s. “They’re so late,” he said, in acting on the question of raising interest rates. Read the article here. (Subscription required.)
     
    January 17, 2022
    “Uncomfortable.” That’s how a lot of clients described the first couple of weeks of 2022 to Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers. But Orton urged them to look beyond the volatility, which was mainly roiling technology and higher-duration companies. “There’s a lot of froth at the top,” he told BNN Bloomberg, but “for those who are looking at stocks and looking to be a little bit more active with respect to their asset allocation, which is what we certainly advocate, it presents opportunities and entry points for good quality companies.” Click here to watch the interview.
     
    December 31, 2021
    Matt Orton, CFA, Chief Market Strategist for Carillon Tower Advisers, sees reason to be confident about the larger economic backdrop for equities in 2022, but he told BNN Bloomberg’s The Open, “I think it’s going to be more important where you actually allocate your assets within the equity space.” Click here to watch the interview, during which Orton also discussed the strength of megacap technology and opportunities in healthcare.
     
    December 28, 2021
    “Overall I’m very, very optimistic for where we can go next year,” Matt Orton, CFA, Chief Market Strategist for Carillon Tower Advisers, told Yahoo Finance Live. “We have a strong economic backdrop moving into 2022, and most importantly, and what I emphasize to our clients, is you have to consider earnings growth.” Click here to watch the interview, which also touched on small cap investing, sectors to watch, and the future of healthcare.
     
    December 22, 2021
    “I think the Fed is going to have to respond to the inflation pressures that are building,” James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg TV’s Real Yield. “This is a political thing now. The man and the woman on the street, they see price levels high. Rate of change in inflation may slow, but this is a regressive tax on many, many Americans, and it’s curtailing a lot of the fiscal agenda, so I think the Fed is front and center. I see three hikes in 2022.” Click here to watch the interview, which also touched on the future of global supply chains, opportunities in the capital markets, and risks for the bond market in 2022.
     

    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

  • 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.