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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5% Corrections Have Been Normal in this Bull Market

Gary Black

Global Co-CIO Gary Black discusses recent market turmoil and explains why the Calamos team believes the bull market can continue.

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Why We Believe the Market Will Go to New Highs

Gary Black

Global Co-CIO Gary Black explains why the Calamos investment team is bullish, particularly on growth stocks, based on the economic backdrop, M&A activity, share buyback activity and equity valuations.

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Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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Why Are Mortgage Standards Still So Tight?

Chris Mashia, CFA

Improvements in the U.S. housing market have occurred despite continued regulatory uncertainties for banks. Christopher Mashia, U.S. Financials Sector Head, discusses how streamlined regulation could benefit banks and borrowers alike and accelerate the housing recovery.

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Why Growth Stocks Now?

John P. Calamos Sr.

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

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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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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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Is the Five-Year Assault on Bank Earnings Power Finally “Tapering”?

Christopher Mashia, CFA, U.S. Financials Sector Head

Christopher Mashia, U.S. Financials Sector Head, discusses the pressure points that have impeded the earnings power of large-cap banks since the onset of the financial crisis, and explains why Calamos believes these headwinds are likely to dissipate over the next few years.

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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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