Style factors—such as growth, value, momentum and beta—are important in explaining the return and risk of a security. The Calamos Global Team discusses how style factors can provide a context for understanding past and prevailing market environments, including the conditions we’ve seen since 2020’s lows.
Read PostIn April, the Calamos Global Equity Team explained why a repeat of the 2013 “Taper Tantrum” experience is unlikely. It seems we’re in good company, with a recently published Fed research note echoing our sentiments.
Read PostNick Niziolek discusses how the visible hand of China’s Communist Party has disrupted the once-lucrative market for after-school-tutoring, and why Beijing’s move could have an important impact on Chinese consumer activity—and investment opportunity.
Read PostWhen it comes to investing in China, it’s essential to pay close attention to government policies and how these policies tie to broader strategic objectives, explains Nick Niziolek in the first installment of a new series from the Calamos Global Equity team.
Read PostNick Niziolek discusses positive trends in global economic data and the relationship between vaccination progress and dollar strength. Against this backdrop, Calamos Global Equity Team sees attractive upside for international markets.
Read PostAfter 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 PostThe 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 PostCo-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 PostAfter years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.
Read PostWe are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.
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