Calamos Investments - Market Perspectives

MARKET PERSPECTIVES

Drawing on their more than 30 years of investing through multiple economic, market and credit cycles, veteran co-CIOs John P. Calamos, Sr. and Nick P. Calamos, CFA, offer their take on opportunities in the global marketplace, breaking down the emerging trends and developing storylines to articulate our latest views on the risk-reward scenarios we see on the horizon.

Global Economic Review & Outlook, January 2012 January 6, 2012 John P. Calamos, Sr. and Nick P. Calamos discuss the “risk-on, risk-off” markets of 2011 and their economic outlook for 2012. They consider the impact of volatility, government debt and reflation on the financial markets and speak to the opportunities they see in the equity markets.

Economic Review & Outlook, October 2011 October 6, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss the healing of the global economy, the sustainability of emerging markets as an engine for future growth, and the historic relationship between debt deleveraging and equity market performance. They also explain why they believe global growth equities offer the most attractive risk/reward characteristics.

Perspectives on Volatility, August 2011 August 10, 2011 John P. Calamos, Sr. and Nick P. Calamos comment on recent market volatility and the U.S. debt downgrade. They discuss their view of the equity markets and where the Calamos investment team is finding opportunity.

Economic Review and Outlook, July 2011 July 8, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss their expectations for global economic growth, including the reduced likelihood of a double-dip recession in the near term. They share a constructive view of equities and speak to the secular trends that are driving opportunity for global businesses.

Economic Review and Outlook, April 2011 April 7, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss their view of opportunity, including why they believe U.S. growth-oriented equities remain attractive in the current environment. They also discuss the long-term global implications of heavy government debt burdens in the G3 and currency wars.