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.
