Greek Contagion Fears Likely Overblown

Gary Black

Gary Black, global co-CIO, discusses the potential outcomes of a Greek debt default and why the Calamos team believes the global equity markets continue to offer opportunity.

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Why Rising Interest Rates Aren’t Necessarily Bad for Stocks

Gary Black

Global Co-CIO Gary Black does the math to show why rising rates don’t have to impede stocks. However, one must be careful about what one pays for the highest growth names.

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Investing in China’s Expanding Universe of Opportunity While Maintaining a Risk-Managed Approach

Nick Niziolek

Senior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.

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Forget Interest Rates Rising Anytime Soon

Gary Black

March’s jobs number gives the Fed more reason to hold off on raising short-term interest rates, according to Global Co-CIO Gary Black.

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Japan at an Inflection Point

Nick Niziolek

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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Stocks Likely to Tread Water Through Year End Before Moving Higher in 2015

Gary Black

Although falling oil prices signal global economic weakness, U.S. stocks are likely to move higher next year, according to Global Co-CIO Gary Black.

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A Long-Term View for China

Nick Niziolek

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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Japanese Equities Look Better and Better

Nick Niziolek

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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Technicals Bearish, But Fundamentals Haven’t Changed

Gary Black

Global Co-CIO Gary Black shares his views on what has been driving recent market volatility and the factors that could help the market regain its footing.

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¡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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