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John and Nick Calamos have released their latest commentary reviewing 2011 and looking forward to 2012. They analyze the changes that have taken place in the world and find that none so far have provided real and long-term solutions. Even so, they do see the equity markets as the best way to take advantage of global growth opportunities. "Indeed, even as we anticipate high volatility in the markets, we see significant growth potential in the global economy driven by secular themes related to emerging market consumers, infrastructure build-out and rebuilding, and technology innovation. We believe the equity markets provide the best way to access global growth opportunities, and with far better risk/reward characteristics than most countries' government bonds."
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Posted by Thomas Wilson on 10/20/11 8:40 am
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."
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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."
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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."
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"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.
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Money manager Calamos Investments writes "the level of the S&P 500 Index - or any index, for that matter - is not our principal concern as active investment managers. We also believe that we can operate effectively even if the global markets are not in a secular bull market phase. We set our focus on seeking companies that are positioned to capitalize and adapt to the realities of the global economy. We encourage investors to take a similar approach. Risk is always present in the markets. But, we believe opportunity is there as well."
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Posted by Thomas Wilson on 10/14/10 6:58 am
In this must read economic and market outlook, John and Nick Calamos discuss such topics as the playing field for US businesses, the uncharted waters the Fed finds itself in, realistic threats of currency wars and the real road to prosperity instead of wealth redistribution. Calamos reiterates that their "job is to capitalize on the reality of the markets and the economy - with heavy emphasis on risk management" and describe the opportunities they see moving forward.
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Posted by Thomas Wilson on 8/19/10 8:12 am
We do not believe that volatility and uncertainty are reasons for staying out of the markets. If that were the case, there would never be a good time to invest! What matters is finding the opportunities amid the volatility and developing asset allocations that address the reality of the markets. Not all securities will fare equally well (quality will matter!), but we believe that active managers with highly selective strategies will continue to add value.
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Posted by Thomas Wilson on 4/16/10 8:28 am
Clear skies ahead? The great stimulus and bailout seems to have worked - so far. Global manufacturing and economic growth data appear to confirm the recession has ended. We believe the near-term prospects are good. Even the unemployment picture in the U.S. is less bleak and housing values appear to have stopped falling. Risk taking is coming back, and the hunt for yield is on again.
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Posted by Thomas Wilson on 3/23/10 12:18 pm
Calamos believes the current economic backdrop will provide an uphill climb for bond investors. Calamos thinks that the current high debt levels of the U.S. government suggest that future yields will be on the rise. Equities on the other hand still look attractive to Calamos and they believe the current rally still has room to run and that a rapidly increasing monetary base and the continuation of stimulus measures will continue to provide a tailwind.
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