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Investment Team Voices

What Does Market Volatility Mean For Your Asset Allocation?

John P. Calamos, Sr.
October 8, 2019

Wild market swings. Slowing global growth. Impeachment controversy. Trade tensions. Global political uncertainty. These have not been easy months for investors, but there are still many opportunities, explains John P. Calamos, Sr., the founder and global CIO of Calamos Investments. John shares his ideas about how to position asset allocations in this volatile environment.

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Global Growth Themes: The Opportunity of Bioprocessing

Global Team Perspectives by Sam Schuette
October 8, 2019

Part of our global team’s strategy is to search out investment themes that we think will provide tailwinds for sustainable long-term growth and position our portfolios to benefit from them. In this post, we take a look at the bioprocessing industry and three themes that we believe will drive growth.

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China’s Stealth Stimulus: Part 2?

Global Team Perspectives by Nick Niziolek, CFA
October 1, 2019

In early 2016, many investors were surprised by China’s economic recovery. The lesson learned from the recovery was that policy responses in China have become stealthier and more targeted than they were during prior economic cycles. Consequently, it has become increasingly important to understand where policy is focused to position our portfolios to benefit from these tailwinds.

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When Volatility Surges, Stay Long Term

John P. Calamos, Sr.
October 12, 2018

Pullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.

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Green Shoots in China?

Nick Niziolek
October 5, 2015

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

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