Investment Ideas

Are Your Clients Positioned to Participate As the Rest of the World Recovers?

Todd Speed
May 25, 2021

Notwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.

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Why We Believe Overseas Markets Can Lead

Nick Niziolek
April 20, 2021

The Calamos Global Equity Team shares its perspective on the U.S. dollar, global interest rates, emerging markets, Europe, Japan, India, China and other key issues that shape the positioning of the Calamos Global Suite.

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