Global Investors

The Calamos Blog

The Best Offense is a Good Defense?

John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.

Finding Value on the Road Less Traveled

Co-PM Jeff Miller explains how the Value team uncovers opportunity in new and lesser-known industries.

Japanese Equities Look Better and Better

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.