The Calamos Blog

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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The Opportunity in High Yield

Jeremy Hughes, CFA and Chris Langs, CFA

Co-Portfolio Managers Jeremy Hughes, CFA and Chris Langs, CFA explain the technical factors that fueled July’s high yield selloff. They discuss current asset class fundamentals, valuations, and where Calamos sees the most compelling prospects.

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Putin and the Fed Keep Giving Us Buying Opportunities

Gary Black

Global Co-CIO Gary Black discusses the situation in Ukraine and why he believes we remain in the middle innings of a secular bull market.

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Why Buybacks Matter

Gary Black

Global Co-CIO Gary Black discusses the recent surge in buyback activity and why he believes it will continue. He speaks to the value that can be added by correctly identifying companies that are implementing sound buyback strategies.

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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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U.S. Equities: Cheap Relative to Bonds and Inflation

Gary Black

Global Co-CIO Gary Black speaks to the attractive valuations in the U.S. equity market.

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Perspectives on the Philippines

Nick Niziolek

Nick Niziolek discusses how encouraging trends in the Philippines may stimulate economic growth and create investment opportunity.

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Markets Will Likely Weather Jobs Report

Gary Black

Gary Black explains why he believes the market will overlook weak December job data and discusses the opportunities the Calamos investment team is finding in the equity market.

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Washington: Light At the End of the Tunnel?

Gary Black

Gary Black shares his view on the Washington deadlock and explains why the Calamos team views recent market weakness as an opportunity to buy stocks.

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