While we have been more optimistic than the market about the macro-outlook and probability of a “soft landing,” there are a number of risks that we remain focused on, including a policy error by the Federal Reserve; concerns about commercial real estate; geopolitical developments; and, of course, the US election this fall.
Read PostIn our most recent webcast, 2024 Outlook: A Year of Economic Contrasts, Head of Calamos Wealth Management Joseph Weidenbach and Chief Investment Officer Jon Adams discuss pivotal themes we believe will impact markets for the year.
Read Post2024 promises to be a pivotal one for US and global economies. Learn more about themes we think will drive the markets over the next year in our 2024 Outlook.
Read PostOur Monthly Market Commentary for October 2023 shares three key themes that influenced markets during the month.
Read PostOur Investment Strategy Group's Quarterly Market Commentary for October 2023 shares their market review and outlook for the third quarter of 2023.
Read PostOur Monthly Market Commentary for August 2023 shares three key themes that influenced markets during the month.
Read PostOur Monthly Market Commentary for July 2023 shares three key themes that influenced markets during the month.
Read PostOur Investment Strategy Group's Quarterly Market Commentary for July 2023 shares their market review and outlook for the second quarter of 2023.
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