What it means for institutional investors: Coming back into the Nordic offices after the summer vacations, it’s time to revisit asset allocations and selection strategies. Investment legend John P. Calamos writes about lessons learned for asset allocations through a rough ride in the first half of 2025:
“While investors who stayed the course are likely happy, those who tried to time the market are likely feeling regret. As we have noted throughout the years, making short-term decisions often leads investors to capture the downside but miss the upside.
Another key lesson for investors is the importance of selectivity. We are in a complex and rapidly evolving environment. In this period of “creative destruction,” not all companies will be able to adapt and innovate”.
So what to do then? He lays it out in this blog: LinkedIn page.
As an institutional investor, you can access our investor portal to read more about Calamos.
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