Co-CIO Matt Freund discusses yield curves and the economy, including why an inverted yield curve isn’t a reason to re-write the fundamental principles of long-term investing.
Read PostSuccessful investing is about looking at how all the underlying data comes together. Tax reform and de-regulation provide a wind in the sails for businesses, and by extension, the business cycle and bull market.
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 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 PostMichael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
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