Global Investors

The Calamos Blog

Why Growth Stocks Now?

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

¡Viva La Reforma! Part II

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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.