The Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.
Read PostWhile much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.
Read PostA cyclically oriented market, strong corporate balance sheets and attractive valuations position Japan to outperform, explains the Calamos Global Equity Team.
Read PostInflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostEconomic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostThe first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostSenior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostWhen thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
Read PostThe Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.
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