Why our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.
Read PostFrom a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.
Read PostThe coming year offers many reasons to be optimistic about global opportunities, according to Nick Niziolek, Co-CIO and Head of International and Global Strategies at Calamos. The combination of rising global liquidity, improving fundamentals, and a weaker dollar can fuel a significant rally in overseas markets in 2020.
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