Senior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostAmid its unprecedented challenges, 2020 affirmed long-standing truths about the resilience of the economy and markets. For investors, the year also reinforced the benefits of a long-term perspective, diversification and active management. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer, discusses why these principles will be just as critical for successful asset allocation in the future.
Read PostCo-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.
Read PostA fragmented market has been a key factor in preventing the emergence of European ecommerce champions. However, strong underlying ecommerce growth, demographics and the likelihood of increased market consolidation are creating attractive investment opportunities in Europe, both now and over the longer term. Dave Gallagher explores the case for outsized growth potential in EU ecommerce.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostJohn P. Calamos, Sr. shares his thoughts on the recent turmoil in the markets and the uncertainties on the horizon. He discusses the value of long-term perspective, the resilience of the economy, and the importance of active management for navigating this complex investment landscape.
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 PostGlobal Chief Investment Officer John P. Calamos, Sr. explains why this current economic expansion can continue. He also discusses the benefits of active management and the investment opportunities he sees in an environment of rising interest rates and increased stock market volatility.
Read PostAs long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.
Read PostGlobal Chief Investment Officer John P. Calamos, Sr. explains why the case is strong for convertible securities.
Read Post
