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Economic Update and Asset Allocation Considerations, July 2020

John P. Calamos, Sr., Founder and Global CIO, puts recent economic data into context. He discusses his cautious optimism for global economic recovery and the reflationary tailwinds that can support additional upside in the markets. In a period of accelerated disruption, not all companies will survive, but many are adapting quickly and provide attractive opportunities for selective and risk-aware investors.