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 PostThanks to favorable macro and market tailwinds and bottom-up company fundamentals, Japanese companies are positioned for brighter prospects, according to the Calamos Global Equity Team.
Read PostGlobal markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.
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.
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