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.

Economic Review and Outlook, April 2015 April, 2015

In “Fed Patience Likely to Continue Through Year End” Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why they believe the case for equities remains strong. They also discuss the growing opportunities the Calamos team sees in non-U.S. markets.

Economic Review and Outlook, January 2015 January, 2015

In “Navigating the Oil Slick,” Global Co-CIOs John P. Calamos, Sr. and Gary Black consider the impacts of falling commodity prices and likely Fed actions. They explain why the Calamos investment team believes that economic growth can continue in 2015, with further advances in the equity markets.

Economic Review and Outlook, October 2014 October, 2014

In "Despite Volatility, This Bull is Likely to Charge Higher," Global Co-CIOs John P. Calamos, Sr. and Gary Black analyze recent volatility, the positive factors supporting the economy and market and why they believe stocks can reach new highs.

Economic Review and Outlook, July 2014 July, 2014

In "Navigating Complacency in a Growth Regime," Global Co-CIOs John P. Calamos, Sr. and Gary Black discuss the economic landscape, the upside they see in equities, and how the Calamos team is seeking to guard against short-term volatility that may still occur in a "not-too-hot, not-too-cold" environment.

Economic Review and Outlook, April 2014 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, January 2014 January, 2014

Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why they believe fundamental research will be especially important in 2014. They also discuss their cautiously optimistic global economic outlook.

Global Economic Review & Outlook, October 2013 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 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 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.

FEATURED MULTIMEDIA
Todd Speed on Bloomberg Radio
June, 2015 VP, Portfolio Specialist Todd Speed shares the firm’s perspective on emerging markets in an interview with Bloomberg Radio’s Carol Massar and Cory Johnson.
John P. Calamos, Sr. on Fox Business 04/27/2015
April, 2015

In an interview from the Milken Institute Global Conference, John P. Calamos, Sr. discusses the firm’s current thoughts on valuations and the market.

John P. Calamos, Sr. on CNBC 03/27/2015
March, 2015

John P. Calamos, Sr. discusses the use of convertible securities to manage risk in a rising interest rate environment.

Nick Niziolek on Bloomberg Radio
February, 2015 In an interview on Bloomberg Radio’s “Bloomberg Surveillance” program, Co-PM Nick Niziolek provides the firm’s thoughts on global markets, including insights about potential opportunities in Japan and Europe, as well as how convertibles may be helpful in volatile markets.
SVP and Co-PM Eli Pars interview on Fox Business
January, 2015

SVP and Co-Portfolio Manager Eli Pars discusses the Greek elections and the company’s outlook for convertible bonds given volatile global markets.