Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.
Read PostVolatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.
Read PostAs volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.
Read PostOver recent days, U.S. interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.
Read PostNow that midterm elections are over, there’s one less uncertainty for investors. Historically, markets have advanced after midterms, but investors should still be ready for volatility.
Read PostPullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.
Read PostWe believe data will be a strategic resource in the next stage of global industrialization. Our recent research trip to China enhanced our perspective on secular growth opportunities related to the data revolution and AI.
Read PostThe short-duration high yield market may be an overlooked corner of the market, but the Calamos Fixed Income team sees it as an excellent hunting ground for alpha opportunities.
Read PostNick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.
Read PostCo-CIO Matt Freund discusses yield curves and the economy, including why an inverted yield curve isn’t a reason to re-write the fundamental principles of long-term investing.
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