Eagle Views

Video:
  • Eagle Boston managers on the market, outlook — November 2011
    Dave Adams, CFA, and Jack McPherson, CFA, portfolio co-managers of the Eagle Boston Small Cap Core Value program, discuss the contemporary market environment, their outlook for small-cap stocks and their investment process in this series of videos.

  • Managing Director of Eagle's Fixed Income portfolios on the bond market — August 2011
    James Camp, CFA, head of Eagle's Fixed Income team, discusses recent events (S&P's downgrade of U.S. debt and growing Euro-zone concerns); looks ahead on the macroeconomic front; urges caution on reaching for yield; and discusses investing opportunities (in municipals, Treasuries and corporate bonds) in this series of videos.

  • Eagle Equity Income Portfolio Co-managers on current events — June 2011
    Eagle's Equity Income portfolio managers — Ed Cowart, CFA; David Blount, CPA, CFA; and John Pandtle, CFA — discuss current events (the state of the economic recovery and how large-cap companies are faring); their current portfolio; and the characteristics that make the dividend-and-growth-focused portfolio unique in this series of videos.

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  • Eagle Mid Cap Growth Portfolio Co-manager on current events — March 2011
    Eric Mintz, CFA, portfolio co-manager of Eagle's Mid Cap Growth programs, discusses recent events and more in this series of four short video clips.

    He offers his views on:

    • The Japan disaster and its effects on nuclear energy;
    • Domestic energy prices and inflation concerns;
    • The current M&A environment (and sector/stock stories); and
    • How he expects mid-cap-growth stocks generally and Eagle's Mid Cap Growth portfolio specifically to perform going forward … and why.

  • Municipals in the News — January 2011
    Burt Mulford, CFA, portfolio manager of Eagle's tax-free fixed-income programs, discusses the current municipal-bond market in these three brief video clips. He outlines the recent challenges the muni market has faced and how Eagle has dealt with them; why municipal-bond investors should not panic; and how Eagle's experience fixed-income team can help advisors and clients navigate the market's ever-changing currents.

  • Fundamentals Matter — December 2010
    Listen as Jack McPherson, portfolio co-manager of Eagle Boston's Small Cap Core Value program, outlines his thoughts on mid-term elections, a second round of quantitative easing, investment opportunities for those who are patient and disciplined, as well as his belief that investors should look forward but remain mindful of risks.

  • “Madness to Avoid Securities” — October 2010
    Listen as Richard Skeppstrom, portfolio co-manager of Eagle's Large Cap Core program, explains why he and his team believe there are positive reasons to be invested in equities now.

  • Eagle's James Camp on Bloomberg TV — September 2010
    Portfolio Manager James Camp discusses bond market movements and income investing opportunities with Pimm Fox on Bloomberg Television's “Taking Stock.”

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Audio:
  • Todd McCallister, PhD, CFA, and Stacey Thomas, CFA, who run Eagle’s Small/Mid Cap Core separately managed accounts and similar programs, discuss what drove the small- and mid-cap markets in 2010; how they view 2011 playing out; and their overall investing philosophy in these three audio clips.