Global Investors

The Calamos Blog

A Long-Term View for China

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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.