On The Blogs

Investment Ideas

Understanding the Bull Market for Convertible Bonds

June 20, 2018

Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.

Investment Team Voices

Field Notes: Finding Growth “Under the Hood” in China

June 07, 2018

In a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.

Newsletter

Calamos Alternative Snapshot

June 18, 2018

Room for Improvement in the Investor Experience with Alts

Convertible Guide

Our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide (PDF) is a resource on how convertible bonds work. It’s written by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.

The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.

The Morningstar Foreign Large Growth Category is comprised of funds that seek capital appreciation by investing in large international stocks that are growth-oriented. Large-cap foreign stocks have market capitalizations greater than 5 billion. Growth is defined based on high price/book and price/cash flow ratios, relative to the MSCI EAFE Index. These funds typically will have less than 20% of assets invested in U.S. stocks.