Market Perspectives

Drawing on their more than 30 years of investing through multiple economic, market and credit cycles, veteran Global Co-CIOs John P. Calamos, Sr. and Gary D. Black, offer their take on opportunities in the global marketplace, breaking down the emerging trends and developing storylines to articulate our latest views on the risk-reward scenarios we see on the horizon.

Global Economic Review & Outlook, January 2014 January, 2014

Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why they believe fundamental research will be especially important in 2014. They also discuss their cautiously optimistic global economic outlook.

Global Economic Review & Outlook, October 2013 October, 2013

In "Tick Tock, Tick Tock," Global Co-CIOs John P. Calamos, Sr. and Gary Black discuss their cautiously optimistic global outlook, the resilience of the global financial markets, and why they believe the U.S. equity market has more room to expand. They also share their perspective on a looming debt-ceiling deadline in the midst of a government shutdown.

Global Economic Review & Outlook, July 2013 July, 2013

In "Recovery Trumps Taper Talk" Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why they believe less QE and moderate long-term rates could ultimately be a positive for the U.S. economy and equity markets. They also discuss their perspectives on the euro zone, Japan, and China.

Global Economic Review & Outlook, April 2013 April, 2013

Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why the Calamos Investment Committee maintains its cautiously optimistic global outlook. They also discuss their constructive views on the equity and convertible markets.

Global Economic Review & Outlook, January 2013 January, 2013 John P. Calamos, Sr. discusses the firm’s cautiously optimistic economic outlook. Although politics and policies will likely continue to contribute to financial market volatility, he sees economic recovery, valuations and secular trends supporting a variety of investment opportunities.
Investment Perspectives, December 2012 December, 2012 John P. Calamos, Sr. discusses his expectation for continued slow growth in the U.S. and the conditions that could spur more robust economic expansion. He explains why the Calamos team has a constructive outlook for equities, convertible securities and mid-grade corporate bonds.
FEATURED MULTIMEDIA
John P. Calamos, Sr. on FOX Business 03/07/2014 (Part 1)
March, 2014 On FOX Business, John Calamos, Sr. shares his market outlook, focusing on growth investing, sectors of opportunity and asset allocation.
John P. Calamos, Sr. on FOX Business 03/07/2014 (Part 2)
March, 2014 John Calamos, Sr. explains how long-term secular themes may play into what he believes will be a more selective emerging market environment.