American Dream Alive and Well Under Mel Watt

Chris Mashia, CFA

Proposed regulatory changes may soon lead to a measurable expansion of mortgage availability, explains Christopher Mashia, CFA, U.S. Financials Sector Head. These changes could provide a tailwind to a range of companies.

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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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A Tale of Two Companies

Jeff Miller

Co-Portfolio Manager Jeff Miller explains how the Calamos Value Team sizes up company management teams—and investment prospects.

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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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Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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Why Are Mortgage Standards Still So Tight?

Chris Mashia, CFA

Improvements in the U.S. housing market have occurred despite continued regulatory uncertainties for banks. Christopher Mashia, U.S. Financials Sector Head, discusses how streamlined regulation could benefit banks and borrowers alike and accelerate the housing recovery.

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Why Growth Stocks Now?

John P. Calamos Sr.

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

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