The Best Offense is a Good Defense?

John McClenahan, CPA, CFA

John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.

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Whither the Consumer? Part 1

Stephen Roseman

In this series, Consumer Sector Head Stephen Roseman takes a look at changes in consumer behavior and the investment implications of this evolution. In Part 1, he explores the headwinds that higher taxes have created for consumer activity.

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The More Things Change, the More They Stay the Same

John McClenahan, CPA, CFA

John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.

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Yellen and Putin: New Odd Couple Driving the Markets

Gary Black

Global Co-CIO Gary Black provides his perspective on the market’s response to the combination of Russia’s provocative convoy and the Fed’s dovish comments at Jackson Hole.

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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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The Game is Changing

John McClenahan

John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.

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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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How Do You Know It’s a Stock Picker’s Market?

John McClenahan

Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.

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Sherman’s Rant: Passion and The Quest for Investment Excellence

Gary Black

Gary Black writes about what great investors and great football players have in common: intense passion, focus, and obsession.

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