Equity Markets In The Eye Of The Storm

Calamos Investments568 FollowersFollow5ShareSaveCommentsSummaryDespite the geopolitical headwinds, the backdrop for US growth equities and the US economy remains strong overall.Although we take the risk of prolonged disruption and stagflation seriously, our base case is that the Middle East conflict resolves within months and energy prices retreat.We maintain a quality bias in Calamos Growth Fund (CGRIX) and Calamos Select Fund (CVAIX) and have used the recent pullback to selectively add to positions where valuations have improved. laddawan punna/iStock via Getty Images By Matt Freund, CFA, Michael Kassab, CFA, Jake Hyatt Entering 2026, the equity backdrop was encouraging. Corporate earnings were expected to grow almost 10%, nominal GDP was positive and expected to accelerate, fiscal stimulus from the One BigThis article was written byCalamos Investments568 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.