Global Investors

The Calamos Blog

The More Things Change, the More They Stay the Same

John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.

Is the Five-Year Assault on Bank Earnings Power Finally “Tapering”?

Christopher Mashia, U.S. Financials Sector Head, discusses the pressure points that have impeded the earnings power of large-cap banks since the onset of the financial crisis, and explains why Calamos believes these headwinds are likely to dissipate over the next few years.

Yellen and Putin: New Odd Couple Driving the Markets

Global Co-CIO Gary Black provides his perspective on the market’s response to the combination of Russia’s provocative convoy and the Fed’s dovish comments at Jackson Hole.

The Opportunity in High Yield

Co-Portfolio Managers Jeremy Hughes, CFA and Chris Langs, CFA explain the technical factors that fueled July’s high yield selloff. They discuss current asset class fundamentals, valuations, and where Calamos sees the most compelling prospects.