The Calamos Blog

¡Viva La Reforma! Part II

Nick Niziolek

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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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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Let the Taper Begin

John P. Calamos Sr.

John P. Calamos, Sr. explains why he's optimistic about the longer-term impact of the taper on the markets and economy. He also shares his constructive view of growth and growth cyclical opportunities against the backdrop of global synchronization.

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Dr. Fed

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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