The Calamos Blog

Advice for Investing in Today’s Volatile Markets: 5 Points

John P. Calamos, Sr.

Afraid to be in the markets, but afraid to be out? John P. Calamos, Sr. discusses how to invest in this volatile environment and the potential of lower-volatility equity approaches.

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Stocks Likely to Tread Water Through Year End Before Moving Higher in 2015

Gary Black

Although falling oil prices signal global economic weakness, U.S. stocks are likely to move higher next year, according to Global Co-CIO Gary Black.

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A Long-Term View for China

Nick Niziolek

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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The Best Offense is a Good Defense?

John McClenahan, CPA, CFA

John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.

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Japanese Equities Look Better and Better

Nick Niziolek

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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Whither the Consumer? Part 1

Stephen Roseman

In this series, Consumer Sector Head Stephen Roseman takes a look at changes in consumer behavior and the investment implications of this evolution. In Part 1, he explores the headwinds that higher taxes have created for consumer activity.

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October’s Correction: Likely a Pause that Refreshes

Gary Black

Global Co-CIO Gary Black explains why he believes the U.S. equity market is poised to move higher.

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Technicals Bearish, But Fundamentals Haven’t Changed

Gary Black

Global Co-CIO Gary Black shares his views on what has been driving recent market volatility and the factors that could help the market regain its footing.

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5% Corrections Have Been Normal in this Bull Market

Gary Black

Global Co-CIO Gary Black discusses recent market turmoil and explains why the Calamos team believes the bull market can continue.

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Why We Believe the Market Will Go to New Highs

Gary Black

Global Co-CIO Gary Black explains why the Calamos investment team is bullish, particularly on growth stocks, based on the economic backdrop, M&A activity, share buyback activity and equity valuations.

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