Calamos Global Equity Fund Q4 2025 Commentary

Calamos Investments558 FollowersFollow5ShareSavePlay(18min)CommentsSummaryIn 2025, investors with globally diversified portfolios were well positioned to capture gains around the world, as a great global rebalancing gained traction.Global equities advanced in the fourth quarter, as investors responded to progress on global trade policy, agreements, continued earnings growth, and abundant liquidity.The Calamos Global Equity fund trailed the index in the fourth quarter amid highly rotational markets and continued global policy uncertainty. J Studios/DigitalVision via Getty Images Summary In 2025, investors with globally diversified portfolios were well positioned to capture gains around the world, as a great global rebalancing gained traction. We head into 2026 with an optimistic outlook; many of the This article was written byCalamos Investments558 FollowersFollowCalamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in London, New York and San Francisco. For more information, please visit www.calamos.com.