Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Michael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.
Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
John P. Calamos, Sr. discusses why he views the current EM volatility as a buying opportunity, where the investment team sees compelling prospects, and the enduring secular growth trends in the emerging markets.
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