A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.
Read PostOver recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.
Read PostLast week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.
Read PostBig Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
Read PostDespite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
Read PostDrawing on more than 50 years of experience, Calamos Founder and Global CIO John P. Calamos, Sr. shares his time-tested perspective on investing through uncertainty and discusses how to navigate the challenges of the current environment.
Read PostESG opportunities with robust returns on investment can be found even in industries with discernable environmental and societal constraints. However, due diligence is key. Using the chemicals industry as an example, the Calamos Sustainable Equities Team demonstrates why proprietary research—not third-party ratings—drive authentic and credible ESG portfolio construction.
Read PostOption skew is at its flattest level in 10 years, which creates challenges for hedged equity strategies. Our alternatives team explains what’s happening and why they maintain conviction in their approach.
Read PostThe pain at the gas pump has been rising steadily. If you listen to the media and politicians, one might infer that oil companies or the Ukraine War are responsible for the price hikes. But digging a little deeper reveals a more complex story. Matt Freund and Michael Grant share their perspective about what’s going on with energy markets, oil prices and demand trends—along with the implications for investors.
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