Market Perspectives
Drawing on their more than 30 years of investing through multiple economic, market and
credit cycles, veteran Global Co-CIOs John P. Calamos, Sr. and Gary D. Black,
offer their take on opportunities in the global marketplace, breaking down
the emerging trends and developing storylines to articulate our latest
views on the risk-reward scenarios we see on the horizon.
Global Economic Review & Outlook, April 2013 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 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 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. Global Economic Review & Outlook, October 2012 October, 2012 The U.S. economy looks positioned to continue its slow-growth track, according to John P. Calamos, Sr. He also discusses the Calamos investment team’s constructive outlook on equities, and the secular growth opportunities that can continue to emanate from emerging markets, even as growth in China has slowed. Investment Perspectives June, 2012 John P. Calamos, Sr. shares his perspective on the current market environment, opportunities he sees in the equity market and strategies for seeking income in a low-rate environment. Global Economic Review & Outlook, July 2012 July, 2012 John P. Calamos, Sr. and Nick P. Calamos discuss their view of the global economy, including the growth prospects of emerging markets, and the pace of recovery in the U.S. Global Economic Review & Outlook, April 2012 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. Global Economic Review & Outlook, January 2012 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.