India: Head-fake, or an Inflection Point
India surprised the markets Friday with a broad corporate tax cut. Were last night’s announcements finally the catalyst India needs to unlock a capex and foreign direct investment cycle?
Read PostIndia surprised the markets Friday with a broad corporate tax cut. Were last night’s announcements finally the catalyst India needs to unlock a capex and foreign direct investment cycle?
Read PostCould Libra creatively destroy what many consider to be some of today’s most defensible business models? Our global and international team discusses how this proposed cyptocurrency could disrupt the current payments ecosystem, as well as the hurdles it faces to get off the ground.
Read PostIf you follow the news about central banks, either domestic or foreign, you have probably noticed an increased effort by central banks to achieve core inflation targets. So why do inflation targets matter? In the end, it really comes down to how people and businesses make decisions about expenditures that drive economic growth.
Read PostThrough the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.
Read PostChina’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.
Read PostKey indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.
Read PostVolatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.
Read PostAs volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.
Read PostOver recent days, U.S. interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.
Read PostNow that midterm elections are over, there’s one less uncertainty for investors. Historically, markets have advanced after midterms, but investors should still be ready for volatility.
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