Market & Economic Outlook

Economic Outlook, October 2016 October, 2016

In “Politics, Populism and Policy: Confronting Another ‘Wall of Worry,’” the Calamos Investment Committee discusses positioning in an environment of uncertainty.

3Q16 Economic Outlook | Calamos Investments
Economic Outlook, July 2016 July, 2016

As U.S. equity markets soar, the Calamos Investment Committee considers the risks and opportunities in the global financial markets.

2Q16 Economic Outlook | Calamos Investments
Calamos Economic Outlook, April 2016 April, 2016

Our positioning remains cautious but not defensive. In a slow growth environment, growth stocks remain attractive, but a weakening dollar and stimulative central bank policies have created select opportunities among cyclicals.

1Q16 Economic Outlook | Calamos Investments
Calamos Economic Outlook, January 2016 January, 2016

The markets have gotten off to a rocky start in 2016. While we expect volatility to remain elevated, we see a range of opportunities across asset classes.

3Q15 Economic Outlook | Calamos Investments
Calamos Economic Outlook, October 2015 October, 2015

We remain positive about opportunities in growth equities and convertibles but expect volatility to remain elevated amid fiscal and monetary policy uncertainties.

High Yield Outlook | Calamos Investments
U.S. High Yield Outlook October, 2015

We believe the high yield market offers compelling return potential over the next 12 months, especially relative to other segments of the fixed income market.

Market Reset Not Recession | Calamos Investments
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