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.
John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.
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.
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.
Global Co-CIO Gary Black shares his perspective on the timing of interest rate increases and why he believes equities can move higher.
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.
Stephen Roseman, consumer sector head, discusses how Calamos team identifies compelling prospects in the auto industry.
Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.
Gary Black writes about what great investors and great football players have in common: intense passion, focus, and obsession.
When a doctor takes a patient off his meds, he does so usually only after the patient has shown sure signs of recovery. Generally, the patient himself realizes when he no longer needs the meds.
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