There is a further mild upside for equities, but equities are not in a new bull market, according to Michael Grant, Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Beyond summer, rising volatility seems inevitable as investors await the resolutions of key debates, including the one over Fed policy.
Read PostSuccess in the coming decade will depend on tactical approaches to equity allocation, making this an advantageous environment for Calamos Phineus Long/Short Fund (CPLIX), according to Co-CIO Michael Grant.
Read PostMichael Grant and Glen Ingalls share their views on AI and how Calamos Phineus Long/Short Fund is positioned to potentially benefit.
Read PostEconomic resilience will be the surprise in coming quarters, according to Michael Grant, Co-CIO and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Grant discusses his expectation that equities can grind higher, but returns will be muted.
Read PostInflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostSenior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostPopulism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.
Read PostMichael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Read PostMichael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
Read Post