Progress in Covid-19 vaccine development provides a powerful tailwind to the struggling airline industry. Jay Stewart takes a look at the upside opportunities the Calamos Global Team sees, including the types of airline companies that they believe are best positioned for success.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostJohn P. Calamos, Sr. shares his thoughts on the recent turmoil in the markets and the uncertainties on the horizon. He discusses the value of long-term perspective, the resilience of the economy, and the importance of active management for navigating this complex investment landscape.
Read PostWhen thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
Read PostThe Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.
Read PostHeightened U.S-China tensions continue to reshape global supply chains, creating tailwinds for many international technology companies. Additionally, market conditions illustrate the benefits of building technology exposure that extends beyond the large-cap U.S. companies that often dominate U.S. investors’ attention and the headlines.
Read PostAs investors face the challenge of a low interest rate environment, Calamos closed-end funds have distribution histories and current distribution levels that make them a compelling choice for income-oriented investors. Additionally, current market prices offer an attractive opportunity for long-term investors.
Read PostIn a high volatility, low yield world, Calamos closed-end funds offer multi-asset class approaches designed to provide investors with powerful tools for addressing the search for income, explains. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostAs U.S.-China relations hit another rough patch, Co-CIO Nick Niziolek explains why the case for allocating to emerging markets remains intact. He discusses the opportunities our global team is identifying during a period of accelerated disruption.
Read PostCentral banks have a vested interest in winning the digital currency race, which will likely ensure that the banking system will be leveraged, not disintermediated. Against this backdrop, current payment players should remain advantageously positioned.
Read Post