The end of a Fed tightening regime has been a key turning point for non-US equities. Our global equity team sees a re-energized backdrop for global equities and strengthening tailwinds for Calamos Global Opportunities Fund.
Read PostIn April, the Calamos Global Equity Team explained why a repeat of the 2013 “Taper Tantrum” experience is unlikely. It seems we’re in good company, with a recently published Fed research note echoing our sentiments.
Read PostWe believe the case for allocations to emerging markets is very compelling, but current conditions heighten the need for risk-aware approaches. The freedom to invest opportunistically in convertible securities, a core capability of Calamos Investments, is a key differentiator of CNWIX’s dynamic approach—and one which has contributed favorably in 2020.
Read PostThrough the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
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