If Henry Ford Could See Us Now

Stephen Roseman

Stephen Roseman, consumer sector head, discusses how Calamos team identifies compelling prospects in the auto industry.

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Are We There Yet?

Jeff Miller

Co-Portfolio Manager Jeff Miller shares his perspective on the market selloff and explains how similar selloffs have played out.

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The EM Sell-Off Creates Opportunities for the Active Manager

John P. Calamos Sr.

John P. Calamos, Sr. discusses why he views the current EM volatility as a buying opportunity, where the investment team sees compelling prospects, and the enduring secular growth trends in the emerging markets.

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Take the Data, Leave the Cannoli

Stephen Roseman

Stephen Roseman reflects on the impact of technology on consumers, retailers and investors.

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EMs: Still More Good News than Bad

John P. Calamos, Sr.

The good news is that we are in a global market that provides opportunities around the world. The bad news is that we are in a global market, so whatever happens anywhere affects us all.

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The Times They Are A-Changin’

Stephen Roseman

Since the U.S. credit crisis began, economists and investors alike were taken aback by how well consumer spending held up, especially for relatively "small ticket" consumer discretionary items — iPads, shoes, handbags, dining out, et cetera.

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