Headwinds to Tailwinds: An Improved Horizon for Overseas Markets
Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
January 4, 2024
Overseas markets have typically experienced their strongest relative performance during periods of US dollar weakness. The Calamos global investment team believes we are in the early innings of a weak-dollar cycle. Moreover, many overseas economies are in the earlier stages of their reopening cycles, and a plethora of economic reforms are providing support in emerging markets.
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