Are you wondering what's next after the pandemic knocked markets off balance?

Eagle Perspectives: Markets at Mid-Year

Our teams at Eagle Asset Management offer insights into diverse factors, from healthcare to stimulus packages, that they believe may have the greatest effects on investors for the rest of 2020.

Eagle Core Team Image Tile
Eagle Asset Management
core team

Recession unlike any other means murkier outlook

Eagle Equity Team Image Tile
Eagle Asset management
equity income team

Landscape tied to COVID-19

Eagle Fixed Team Image Tile
Eagle Asset management
fixed income team

As stimulus programs expire, Fed activity bears watching

Contrary to most academics’ dire predictions, we have seen no dark side (so far) from the massive government spending.

Quotation Mark
Eagle Asset Management Vermont Investment Team Image Tile | Partner Perspectives at Mid Year
eagle asset management
vermont team

Pandemic prognosis: More volatility

About Carillon Tower Advisers
Carillon Tower Advisers is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our partner affiliates — ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. Carillon Tower believes providing a lineup of institutional-class portfolio managers, spanning a wide range of disciplines and investing vehicles, is the best way to help investors seek their long-term financial goals.

Eagle Asset Management is built on the cornerstones of intelligence, experience, and conviction, driven by research and active portfolio managers. Our long-tenured investment teams manage a diverse suite of fundamental equity and fixed income strategies designed to meet the long-term goals of institutional and individual investors. Our teams have the autonomy to pursue investment decisions guided by their individual philosophies and strategies.

Disclosure
All investments are subject to risk. Asset allocation and diversification do not ensure a profit or protect against a loss. There is no assurance that any investment strategy will be successful or that any securities transaction, holdings, sectors or allocations discussed will be profitable.

This material may include forward-looking statements. These statements are not historical facts, but instead represent only beliefs regarding future events, many of which, by their nature, are inherently uncertain. You should not place undue reliance on forward-looking statements as it is possible that actual results and financial conditions may differ, possibly materially, from the anticipated results and financial conditions indicated in these forward-looking statements.

There are uncertainties, unknown risks, and other factors that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these statements.

The statements above are based on the views of the advisor and are subject to change.

The information contained within does not represent a recommendation to buy, hold or sell any security and it should not be assumed that the securities transactions or holdings discussed were or will prove to be profitable. All holdings are subject to change daily. The information presented is not tax, investment or legal advice. Prospective investors should consult with their advisors.

Indices are unmanaged, and one cannot invest directly in an index.

Definitions
The S&P 500 Index measures change in stock market conditions based on the average performance of 500 widely held common stocks. It is a market-weighted index calculated on a total-return basis with dividend reinvested. The S&P 500 represents approximately 75% of the investable U.S. equity market.

P/E ratio measures a company’s current share price relative to its per-share earnings.

Gross Domestic Product (GDP) is the total value of goods and services provided in a country during one year.

Alpha measures performance against a benchmark.

Beta measures the sensitivity of an investment to the movement of its benchmark.

The MSCI ACWI® (All Country World Index) measures the performance of large and mid-cap stocks across 23 developed markets (DM) and 24 emerging markets (EM) countries.


E20-1213 | Exp. 6/30/2021