As synchronized global growth continues and reflationary tailwinds strengthen, we see additional upside in the global business cycle and in turn, for equities, convertible securities, and select areas of the credit markets.
We see a favorable backdrop for equities and convertible securities through the remainder of the year, although late-cycle pressures may increase going into 2018.
Scott Becker, CFA, Head of Portfolio Specialists, discusses that even when stocks finish up for the year, drawdowns have been par for the course.
Co-Portfolio Managers David O’Donohue and Jason Hill discuss how convertible arbitrage strategies can potentially capitalize from increased market volatility through gamma trading.
By John P. Calamos, Sr.
Alternative Team Perspectives by David O’Donohue
Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak
Fixed Income Perspectives by Matt Freund, CFA
Convertible Team Perspectives by Eli Pars, CFA
Global Equity Team Perspectives by Nick Niziolek, CFA
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