Economic Review and Outlook, April 2014
In "Seeking Equilibrium," Global Co-CIOs John P. Calamos, Sr. and Gary Black discuss the factors driving market rotation, our global outlook, and the opportunities they see for growth equities.
Global Economic Review & Outlook, October 2013
In "Tick Tock, Tick Tock," Global Co-CIOs John P. Calamos, Sr. and Gary Black discuss their cautiously optimistic global outlook, the resilience of the global financial markets, and why they believe the U.S. equity market has more room to expand. They also share their perspective on a looming debt-ceiling deadline in the midst of a government shutdown.
Global Economic Review & Outlook, July 2013
In "Recovery Trumps Taper Talk" Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why they believe less QE and moderate long-term rates could ultimately be a positive for the U.S. economy and equity markets. They also discuss their perspectives on the euro zone, Japan, and China.
Global Economic Review & Outlook, April 2013
Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why the Calamos Investment Committee maintains its cautiously optimistic global outlook. They also discuss their constructive views on the equity and convertible markets.
Global Economic Review & Outlook, January 2013
John P. Calamos, Sr. discusses the firm’s cautiously optimistic economic outlook. Although politics and policies will likely continue to contribute to financial market volatility, he sees economic recovery, valuations and secular trends supporting a variety of investment opportunities.
Investment Perspectives, December 2012
John P. Calamos, Sr. discusses his expectation for continued slow growth in the U.S. and the conditions that could spur more robust economic expansion. He explains why the Calamos team has a constructive outlook for equities, convertible securities and mid-grade corporate bonds.
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.
The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein should not be considered investment advice.