Global Investors

The Calamos Blog

Yellen and Putin: New Odd Couple Driving the Markets

Global Co-CIO Gary Black provides his perspective on the market’s response to the combination of Russia’s provocative convoy and the Fed’s dovish comments at Jackson Hole.

The Opportunity in High Yield

Co-Portfolio Managers Jeremy Hughes, CFA and Chris Langs, CFA explain the technical factors that fueled July’s high yield selloff. They discuss current asset class fundamentals, valuations, and where Calamos sees the most compelling prospects.

Putin and the Fed Keep Giving Us Buying Opportunities

Global Co-CIO Gary Black discusses the situation in Ukraine and why he believes we remain in the middle innings of a secular bull market.

EM Growth Provides Tailwind for Automation Companies

Firsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.