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Investment Team Voices

Perspectives on Growth and Inflation Expectations for a Post-Covid World

Nick Niziolek, CFA and Dennis Cogan, CFA
October 12, 2020

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.

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Cyclical Themes: Outlook for the U.S. Dollar

Nick Niziolek, CFA and Dennis Cogan, CFA
October 9, 2020

The 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.

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