Institutional Investors

The Calamos Blog

American Dream Alive and Well Under Mel Watt

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.

Whither the Consumer? Part 1

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.

October’s Correction: Likely a Pause that Refreshes

Global Co-CIO Gary Black explains why he believes the U.S. equity market is poised to move higher.