Stocks Likely to Tread Water Through Year End Before Moving Higher in 2015

Gary Black

Although falling oil prices signal global economic weakness, U.S. stocks are likely to move higher next year, according to Global Co-CIO Gary Black.

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A Long-Term View for China

Nick Niziolek

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.

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The Best Offense is a Good Defense?

John McClenahan, CPA, CFA

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.

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Finding Value on the Road Less Traveled

Jeff Miller

Co-PM Jeff Miller explains how the Value team uncovers opportunity in new and lesser-known industries.

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Japanese Equities Look Better and Better

Nick Niziolek

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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American Dream Alive and Well Under Mel Watt

Chris Mashia, CFA

Proposed regulatory changes may soon lead to a measurable expansion of mortgage availability, explains Christopher Mashia, CFA, U.S. Financials Sector Head. These changes could provide a tailwind to a range of companies.

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Whither the Consumer? Part 1

Stephen Roseman

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.

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October’s Correction: Likely a Pause that Refreshes

Gary Black

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

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A Tale of Two Companies

Jeff Miller

Co-Portfolio Manager Jeff Miller explains how the Calamos Value Team sizes up company management teams—and investment prospects.

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Technicals Bearish, But Fundamentals Haven’t Changed

Gary Black

Global Co-CIO Gary Black shares his views on what has been driving recent market volatility and the factors that could help the market regain its footing.

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