Our fixed income team shares their outlook on the Federal Reserve, the economy and the markets, and how they are positioning portfolios to be well-compensated for the risks undertaken.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
Read PostDespite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
Read PostAt Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
Read PostDuring the first quarter, surging volatility and vicious rotations battered the markets. These next months will test the resolve of investors, but our teams continue to see long-term opportunities for active, risk-aware approaches. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostStickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
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 PostAs economic reopening has progressed and temporary supply disruptions have become more pervasive, the Calamos Fixed Income Team is adjusting its stance on inflation to incorporate above-trend, above-target inflation that will persist over the next two years, and potentially longer.
Read PostEconomic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostThe first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
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