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Investment Ideas

Investment Ideas

Grant Urges Investors to Be More Optimistic—But About Equities, Not Fixed Income

Economic expansion and the U.S. equity markets are likely to be boosted by the reflationary policies of President-Elect Donald Trump, according to Calamos Long/Short Senior Co-Portfolio Manager Michael Grant.

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Seeking to Absorb Market Shocks, Recover and Keep on Growing?

Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.

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We Could Be Heading Toward a Confidence Rally

“Positioning for the Late Stages of the Bull Market: 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.

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