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0 0 0 0.00179529990484911 0.00177734690580063 0.00443439076497734 -0.0126030053320407 0.000879696953376078
Stock impact report

Calamos International Growth Strategy Q4 2025 Commentary [Seeking Alpha]

MSCI Inc (MSCI) 
Last msci inc earnings: 4/28 07:00 am Check Earnings Report
US:NYSE Investor Relations: ir.msci.com
Company Research Source: Seeking Alpha
We head into 2026 with an optimistic outlook; many of the cyclical and secular themes that drove global equity market gains in 2025 will continue to provide our team with attractive and broadening opportunities in 2026. A weak dollar environment, diverging monetary and economic outlooks, and regional fiscal policies support positioning portfolios with a cyclical tilt. Secular growth themes, including the AI infrastructure buildout, also provide powerful tailwinds. Although we see continued upside in the US market and continue to identify many US companies with exciting growth trajectories, we believe that international markets are poised to outperform again in 2026. Trevor Williams/DigitalVision via Getty Images Investment Manager Discussion Throughout 2025, we focused on a key theme—a great global rebalancing supported by stimulative fiscal policies, particularly in Europe, and a weak dollar environment. Our outlook reflected our view that America First policies, includi Show less Read more
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