When 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 PostJohn P. Calamos, Sr., Founder and Global CIO, puts recent economic data into context. He discusses his cautious optimism for global economic recovery and the reflationary tailwinds that can support additional upside in the markets. In a period of accelerated disruption, not all companies will survive, but many are adapting quickly and provide attractive opportunities for selective and risk-aware investors.
Read PostGlobal diversification may have fallen out of fashion in recent years, but we believe “home-country” bias will be increasingly disadvantageous for U.S. investors. We see signs that a far-reaching shift is underway in the global economy and markets, which sets investors up well for strategic global diversification.
Read PostNon-U.S. companies, including those domiciled in China and other emerging markets, can offer significant investment potential—but a selective approach is paramount. The Calamos global team discusses their research approach, which extends beyond companies and industries to understanding regulatory and political conditions around the world.
Read PostIn recent years, environmental, social and governance (ESG) factors have become increasingly important to many governments and companies, as well as investors. In this post, the Calamos global team explains how they incorporate ESG into their multi-faceted approach.
Read PostCo-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 PostConvertible securities may be less well known than stocks and bonds, but they offer many potential benefits. Global Chief Investment Officer John P. Calamos, Sr. explains why he believes the case for actively managed convertibles is especially strong today.
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 the case is strong for convertible securities.
Read PostIn his latest blog post, John P. Calamos, Sr. discusses the importance of the private sector for Greece’s revitalization.
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