Co-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.
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 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.
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