Global Growth Strategy Q4 2025 Commentary: Navigating the Great Rebalancing

The Calamos Global Growth Strategy Q4 2025 commentary discusses the investment manager's focus on a key theme: a global rebalancing driven by stimulative fiscal policies and a weak dollar environment. The strategy reflects a view that America First policies, including tariffs, will not hinder the global growth outlook. The commentary also highlights the investment manager's approach to investing and their performance over the past year.