Investment Team Voices

Asset Allocation Amid “Record Breaking” Noise

John P. Calamos, Sr.
March 28, 2018

There’s nothing like a record-breaking day in the markets to make investors worry—either that they are missing out on gains others are getting or that they need to sell everything now. John P. Calamos, Sr. puts short-term moves into perspective and speaks to the benefits of diversification.

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Why the Bull Market Can Continue

John P. Calamos, Sr.
February 14, 2018

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

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Managing Volatility-Aided Strategies in a Low Volatility Environment

Alternative Team Perspectives by David O’Donohue
June 26, 2017

While a lack of volatility may be comforting for many investors, volatility can play an important role in the management of some hedged strategies. David O’Donohue discusses index volatility versus individual stock volatility, and how our team navigates different volatility environments.

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India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak
March 27, 2017

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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