Market Perspectives

Drawing on their more than 30 years of investing through multiple economic, market and credit cycles, Calamos Investments offers insights on opportunities in the global marketplace, breaking down the emerging trends and developing storylines to articulate the latest views on the risk-reward scenarios on the horizon.

Economic Review and Outlook, 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

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

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

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

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

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 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 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.
FEATURED MULTIMEDIA
Gary Black on Bloomberg 06/13/2014
June, 2014 In an interview with Bloomberg TV, Gary Black comments on the U.S. and global growth outlook
Gary Black on Money Life Show
August, 2014 Global Co-CIO Gary Black talks with MarketWatch’s Chuck Jaffe and appeared on the radio program Money Life on August 15. In the 12-minute interview, Gary discusses the current market environment including a recent uptick in corporate share buybacks.
John P. Calamos, Sr. on CNBC 06/30/2014
June, 2014 John Calamos, Sr. shares the firm’s mid-year outlook on CNBC.