Global Economic Review & Outlook, July 2012, July 2012
John P. Calamos, Sr. and Nick P. Calamos discuss their view of the global economy, including conditions in the eurozone, the growth prospects of emerging markets, and the pace of recovery in the United States. They also share their perspective on the potential opportunities of global growth companies.
Sr. Strategy/Sector Analyst Steve Klouda explores investment opportunities in the technology sector. He also discusses how the Calamos investment team balances growth and risk considerations.
Economic Review & Outlook, April 2012
John P. Calamos, Sr. and Nick P. Calamos share their outlook for economic growth and discuss their view of the equity market, including the compelling valuations they see. They also discuss the evolution of the global economy and the opportunities for global companies to participate in the growth of emerging markets.
CityWire Supplement: Opportunities in U.S. Equities, February 2012
John P. Calamos, Sr. discusses where he sees opportunities in U.S. equities.
President & CEO Magazine: Accessing Global Growth , February 2012
John P. Calamos, Sr. shares his perspective on accessing global growth.
John P. Calamos, Sr. talks about the lessons he has learned on his journey from above an immigrant grocery store to managing assets in excess of $32bn.
Economic Review & Outlook, January 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 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
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 & Outlook, July 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 & Outlook, April 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.
Economic Review & Outlook, January 2011
John P. Calamos, Sr., and Nick P. Calamos share their perspective on the potential opportunities and risks in the global marketplace. They also discuss the global imbalances and changing relationships in the global economy and their possible implications.
The Opportunity in Growth Equities, December 2010
Growth equity valuations reflect substantial investor pessimism. In our opinion, growth companies are attractively valued relative to past valuations, future growth potential, and other assets such as corporate bonds.
Joe Wysocki, CFA
Cloud computing continues to grow in popularity as well as strategic importance to businesses. In “Cloud Computing: The Next Wave of Innovation,” Senior Strategy Analyst Joe Wysocki, CFA, writes about the innovation and opportunities in this growing market segment.
International Growth Strategy: Finding Growth Opportunities in Non-U.S. Equity Markets—December 2010
The Calamos International Growth strategy seeks to provide true growth exposure to non-U.S. equities, with the investment objective of outperforming the MSCI EAFE and MSCI EAFE Growth indices. The strategy looks for mispricings across international growth equities—a space we believe is often overlooked by investors and is underrepresented by non-U.S. equity indices. The International Growth strategy uses Calamos Investments' proprietary non-U.S. company research, which has been refined over the firm's 20-year history of non-U.S. securities investing.
Signs of Life in Health Care Technology, October 2010
The Calamos Investment Team
While there is much uncertainty surrounding the health care sector, it seems clear the demand for health care will grow and that the suppliers of health care will face increasing pressure to make their services and products more affordable. From an investing standpoint, we believe companies that can innovate or are low-cost providers of quality products will create the most shareholder value in this environment. In this commentary, we look at three companies that highlight the opportunities we are finding in the health care technology industry.
Economic Review and Outlook, October 2010
John P. Calamos, Sr., Chairman, CEO/CIO and Nick P. Calamos, CFA, President of Investments & CIO
John P. Calamos, Sr., and Nick P. Calamos discuss global economic trends and the potential of emerging economies. They also comment on where they are finding opportunities and why they believe growth equities are especially compelling.
John P. Calamos, Sr.
John P. Calamos, Sr. shares his perspective on the global economy and market sectors. He explains why he believes growth equities are especially compelling in the current environment.
John P. Calamos, Sr. and Nick P. Calamos, CFA
John P. Calamos, Sr., and Nick P. Calamos discuss their “short-term bullish, longer-term scared” economic outlook. They explain why a case can be made for a bull or bear market over the next decade and the factors the Calamos investment team considers as they assess the global economy and its opportunities.