The third quarter brought a mix of encouraging and cautionary signals. Market leadership shifted, bond yields rose to levels that make income meaningful again, and energy prices and the Federal Reserve’s September rate increase added new risks to watch. In this webinar, recorded October 8, 2026, Calamos Wealth Management Chief Investment Officer Jon Adams, CFA, walks through the three themes shaping our view, along with our current portfolio positioning and what we are watching through year end.
