Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. 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 are projected to increase 15% in 2026, with the market...
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