When thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
Read PostThe Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.
Read PostCould Libra creatively destroy what many consider to be some of today’s most defensible business models? Our global and international team discusses how this proposed cyptocurrency could disrupt the current payments ecosystem, as well as the hurdles it faces to get off the ground.
Read PostChina’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.
Read PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
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