The Calamos Blog

Distortions in “Value”: Overpaying for Yield

Jeff Miller

Co-PM Jeff Miller explains how a global quest for yield is driving performance across the U.S. value stock market, and why the Calamos Value Team is not getting caught up in the chase.

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Too Much of a Good Thing Is Not Such a Good Thing for Markets

Gary Black

Global Co-CIO Gary Black shares his perspective on the timing of interest rate increases and why he believes equities can move higher.

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U.S. Equities: Cheap Relative to Bonds and Inflation

Gary Black

Global Co-CIO Gary Black speaks to the attractive valuations in the U.S. equity market.

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Markets Will Likely Weather Jobs Report

Gary Black

Gary Black explains why he believes the market will overlook weak December job data and discusses the opportunities the Calamos investment team is finding in the equity market.

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Perspectives on India

Nick Niziolek

Nick Niziolek on the opportunities the investment team continues to find, even as India faces economic headwinds.

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Less Fed Intervention Would Be Good for the Economy

John P. Calamos Sr.

With 15 consecutive quarters of economic growth, a strengthening housing market and other improving data, investors are now increasingly focused on what happens when the QE (quantitative easing) party begins to wind down. I think markets are—as they often do—looking at things from a "glass half empty" perspective.

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P/Es have Risen in the Wake of Rate Increases

Gary Black

When a doctor takes a patient off his meds, he does so usually only after the patient has shown sure signs of recovery. Generally, the patient himself realizes when he no longer needs the meds.

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