Calamos Investments - Market Perspectives

MARKET PERSPECTIVES
Drawing on their more than 30 years of investing through multiple economic, market and credit cycles, veteran co-CIOs John P. Calamos, Sr. and Nick P. Calamos, CFA, 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 2012 April 5, 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 6, 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.
Economic Review & Outlook, October 2011 October 6, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss the healing of the global economy, the sustainability of emerging markets as an engine for future growth, and the historic relationship between debt deleveraging and equity market performance. They also explain why they believe global growth equities offer the most attractive risk/reward characteristics.
Perspectives on Volatility, August 2011 August 10, 2011 John P. Calamos, Sr. and Nick P. Calamos comment on recent market volatility and the U.S. debt downgrade. They discuss their view of the equity markets and where the Calamos investment team is finding opportunity.
Economic Review and Outlook, July 2011 July 8, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss their expectations for global economic growth, including the reduced likelihood of a double-dip recession in the near term. They share a constructive view of equities and speak to the secular trends that are driving opportunity for global businesses.
Economic Review and Outlook, April 2011 April 7, 2011 John P. Calamos, Sr. and Nick P. Calamos discuss their view of opportunity, including why they believe U.S. growth-oriented equities remain attractive in the current environment. They also discuss the long-term global implications of heavy government debt burdens in the G3 and currency wars.
Economic Review and Outlook, January 2011 January 7, 2011 John P. Calamos, Sr., and Nick P. Calamos share their perspective on the potential opportunities and risks in the global marketplace.
Economic Review and Outlook, October 2010 October 8, 2010 John P. Calamos, Sr., and Nick P. Calamos discuss global economic trends and the potential of emerging economies. They also comment on where they are finding opportunities and why they believe growth equities are especially compelling.
FEATURED MULTIMEDIA
JPC on CNBC from the NYSE - Optimism in the Current Market
March 7, 2012 John P. Calamos, Sr. explains why he believes there may be opportunities in the market.
JPC on CNBC from the NYSE - Current Opportunities for Investors
March 7, 2012 John P. Calamos, Sr. discusses where he sees current opportunities for investors.