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Carillon Eagle Growth & Income Fund Q1 2026 Commentary
2026-04-23 · via All Articles on Seeking Alpha

Summary

  • The first quarter of 2026 was a volatile one. It was dominated by constantly shifting market factors, heightened geopolitical risk, and the related fear of inflation from rising energy prices.
  • Forward S&P 500 earnings are projected to rise 15% in 2026 over 2025, leaving the market trading at a price-to-earnings ratio under 20x for the first time since 2023.
  • Forecasting a macroeconomic outlook in this current market might be the most difficult task we have faced in recent memory.
stack of silver coins with the chart in Passive income financial concept and financial investment business stock growth. finance freedom concept.

Khanchit Khirisutchalual/iStock via Getty Images

Investment Team

Brad Erwin, CFA, Portfolio Co-Manager

Jeffrey D. Bilsky, Portfolio Co-Manager

Michael Rich, CFA, Portfolio Co-Manager

Characteristics

Total Net Assets (millions): $473.61

Number of holdings: 47

Top 10 Holdings

Microsoft (MSFT)

JPMorgan Chase (

27 Followers

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