Global Investors

The Calamos Blog

Whither the Consumer? Part 1

In this series, Consumer Sector Head Stephen Roseman takes a look at changes in consumer behavior and the investment implications of this evolution. In Part 1, he explores the headwinds that higher taxes have created for consumer activity.

October’s Correction: Likely a Pause that Refreshes

Global Co-CIO Gary Black explains why he believes the U.S. equity market is poised to move higher.