Investment Team Voices

As the Global Recovery Takes Hold, the Dollar Resumes a Downtrend

Todd Speed, CFA
May 25, 2021

After a “U.S. Trifecta” (vaccine rollout, fiscal stimulus and accelerating economic data) pushed the dollar higher in 1Q, the trend is reversing—as the Calamos Global Team anticipated. In this post, we revisit the team’s outlook and discuss how a weak dollar regime provides tailwinds for international equities.

Read Post

Calamos Investment Team Outlooks, April 2021

April 19, 2021

The 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.

Read Post

Taper Tantrum Redux? History Often Rhymes, but It Rarely Repeats

Nick Niziolek, CFA
April 9, 2021

Co-CIO Nick Niziolek, CFA, explains why the Calamos Global Team is not expecting a repeat of the 2013 Taper Tantrum once the Federal Reserve does begin removing monetary stimulus. He discusses how changed Fed policy, improved emerging market fundamentals and a strong growth outlook put emerging markets on a far better footing today.

Read Post

Setting Out the Bullish Case for China

Kyle Ruge, CFA
February 18, 2021

China’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.

Read Post

Luxury Stocks: Once a Cyclical Growth Opportunity, Now a Secular One

Jessica Gerberi, CFA
February 2, 2021

In prior economic cycles, the global luxury industry has shown characteristics of cyclicality, but in the past several years, the industry has experienced an unprecedented run, driven by structural growth themes. Increased adoption of ecommerce and a focus on the Chinese consumer have transformed the luxury industry and provide tailwinds for future growth.

Read Post

2021 Outlooks from the Calamos Investment Team

January 26, 2021

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 Post