Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined 4.33%. Early in the quarter, value outperformed growth. Inflation worries impacted financial and tech sectors in the quarter. Despite concerns, economic data and corporate earnings stayed strong. Forward S&P 500 earnings...
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