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Calamos Global Opportunities Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
Global equities surged in Q4 2025, driven by progress in trade policies, robust earnings growth, and ample liquidity, marking a strong finish to the year. U.S. stocks led gains, with the S&P 500 delivering strong annual returns amid trade agreements, healthy corporate earnings, and looser monetary policies. Developed Asia Pacific markets rose 2.18% in USD (6.28% locally), reflecting regional economic resilience despite currency fluctuations. Investors with diversified global portfolios benefited most in 2025 as a "great rebalancing" took hold, favoring cross-border exposure. Calamos Investments enters 2026 optimistically, citing sustained momentum from trade stability, earnings growth, and accommodative financial conditions.
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Calamos Investments558 FollowersFollow5ShareSavePlay(22min)CommentsSummaryGlobal equities advanced in the fourth quarter, as investors responded to progress on global trade policy, agreements, continued earnings growth, and abundant liquidity.US equities, as represented by the S&P 500 Index, capped a year of strong returns, reflecting key global trade announcements, healthy earnings growth, and more accommodative monetary policy.The Developed Asia Pacific region also rose during the quarter (in USD terms), as the MSCI Pacific Index returned 2.18% (in USD, 6.28% in local currency). Hiroshi Watanabe/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.

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