October 18, 2018
Economic fundamentals are encouraging but market volatility is likely to intensify. The U.S. economy looks set to continue on its growth trajectory for the next year, if not longer, and we expect growth outside the U.S. to accelerate. Even so, rising interest rates in the U.S., midterms and geopolitical pressures will contribute to elevated levels of market turbulence. The Calamos Investment Committee discusses how our teams are navigating the crosscurrents.