How We Navigated Election Night Turmoil
In our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.
Read PostIn our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.
Read PostMarket volatility should come as no surprise. However, as John P. Calamos, Sr. points out, it’s important to keep a long-term perspective and remember that the markets are tremendously resilient.
Read PostPopulism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.
Read PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostIn the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.
Read PostJapanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.
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