Thanks to favorable macro and market tailwinds and bottom-up company fundamentals, Japanese companies are positioned for brighter prospects, according to the Calamos Global Equity Team.
Read PostWe remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.
Read PostThe Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.
Read PostBig Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
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