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Calamos Investments - Year of the Fundamental Investor

Posted by WrapManager's Investment Policy Committee

January 30, 2014

With their first investment commentary of 2014, money manager Calamos Investments remains cautiously optimistic for the global economy and believes the U.S. is in a secular bull market.

From the commentary: "Entering 2014, we expect a good year for global equity and convertible markets overall. The major global economies look positioned to show faster growth, although this positive global synchronization is occurring at varying rates and supported by diverging policies. Historically, the conditions we see today have benefited equities and convertibles, especially cyclical growth opportunities. More importantly, we are encouraged by the emergence of more fundamentally driven markets across asset classes and believe that our active approach is well suited to this environment."

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Calamos Investments

'Wait and See' Issues Holding Back Global Growth - Calamos Investments

October 14, 2013
Money manager Calamos Investments' latest investment commentary focuses on their cautiously optimistic global outlook and why they believe the US equity market has more room to expand. "As we write this, markets are facing a number of issues that fall into the “wait-and-see” category - from the government shutdown and debt-ceiling negotiations in the U.S., to next steps for the euro zone and third-arrow reforms in Japan. These uncertainties are largely political in nature, and we expect them to foment considerable market volatility. However we believe that the global economy has healed considerably since the 2008 financial crisis, and the twin pillars of accommodative monetary policy and stimulative fiscal policy can allow global growth to continue in the 2% to 3% range." Download the Full Calamos Commentary Here Get Free Research Reports on Calamos Investments [+] Read More

Calamos Investments - Recovery Trumps Taper Talk

July 16, 2013
Where does Calamos Investments believe the market and economy are going? What are the longer term implications of the Federal Reserve's actions? Calamos' July commentary provides their answers. [+] Read More

Calamos Investments - April Market Review and Outlook

April 18, 2013
Discussing many timely topics, money manager Calamos Investments’ latest commentary predicts a market correction in the near future, asks when QE3 will end and reviews the potential of emerging market economies. "Against the backdrop of accommodative monetary policy, the global economy continued its recovery, although at a decidedly uneven pace. Equity markets advanced on the whole (Figure 1). Once again, the news was most encouraging in the United States. Fourth quarter U.S. corporate earnings came in strong, with more than two-thirds of firms beating expectations. Sequestration worries contributed to volatility, particularly in the early portion of the quarter, but passage of a new continuing resolution prevented a shutdown in Washington. Both the Dow and the S&P 500 Index reached new heights, surpassing levels not seen since October 2007." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

All Debt Gets Paid Back with Someone’s Equity - Calamos Investments

April 13, 2012
Calamos Investments' April 2012 commentary focuses on rising debt and the implications for the market and economy. ""Risk on" is in favor and global markets have responded to QE and the liquidity surge, but we think it makes sense to be cautious about the sustainability of the current expansion. We are maintaining healthy skepticism. As we noted, we believe that a secular bull market requires a few more years of debt reduction, normalization of rates or at least the likelihood of normal rates, fiscal solutions to developed world deficit spending and the creation of a pro-growth, pro-business environment." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

The Same Old Song and Dance - Calamos Investments

October 20, 2011
Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has begun. "We believe that emerging markets can come to the rescue, at least for the next few years. The imbalances in the global economy can be unsettling, as we noted, but these same imbalances create opportunities for countries, companies and investors on a global scale." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

Perspectives on Recent Volatility - Calamos Investments

August 12, 2011
John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding events. "Throughout July, market participants grew increasingly apprehensive about global growth and government debts. As anxieties bubbled over in early August, the see-sawing in the markets gave way to frenetic gyrations. Investors are rightly concerned about many of the issues facing the U.S. and global economies, but we continue to caution against emotion-driven reactions, whether markets are advancing or declining." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

Waiting on the World to Change - Calamos Investments

July 15, 2011
Money managers John and Nick Calamos of Calamos Investments dissect many of the issues the world is waiting on to be decided. "Even though we may find ourselves in a waiting game as the global financial markets and economy navigate the current challenges, we are not sitting by passively. We see opportunities, and we are acting on them. Reflation, the growth and prosperity of emerging markets, global corporate competition and the technology revolution are creating a breadth of investment choices for us." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

Global Equity Opportunities - Calamos Investments’ April Commentary

April 13, 2011
"Fat, drunk and stupid is no way to go through life, son." - Dean Wormer, Animal House. 1978. Money manager Calamos Investments starts their current quarterly commentary comparing the current government actions to a famous quote from the movie Animal House. After looking at the major factors influencing the markets today, Calamos highlights opportunities they see in the midst of volatility and global rebalancing. A must read for those looking for a comprehensive breakdown of the current investing world. Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More