At our February 2010 client event, Chief Executive Officer and Co-Chief Investment Officer John P. Calamos, Sr., and Co-Chief Investment Officer Nick P. Calamos discussed current market and economic conditions, as well as important asset allocation considerations. President of Calamos Wealth Management Jim Baka discussed our approach to client service and support.
We invite you to view some video highlights of the event. If you would like additional information, please contact us at 888.857.7604 or cwm@calamos.com.
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Our Approach to Client Communication and Support
At Calamos, we are dedicated to having an open, proactive dialog with our clients and to providing the highest level of ongoing support and service. |
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Overcoming the "Walls of Worry"
We see many global investment opportunities. We adjust our clients' asset allocations in response to evolving opportunities. |
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Asset Allocation and Portfolio Risk Posture
As wealth managers, we rely on a clear understanding of each individual's objectives. Our asset allocation process seeks to maintain a consistent risk posture and is guided by the belief that "it's not about beating the market, but about creating wealth." |
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The Economy: The Good, Bad and Ugly
In order to see a full economic recovery, we believe assets must move from weak to strong hands. In our view, this process has begun. We also need to see increased savings and a recovery in real estate. |
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Short-term Bullish, Long-term Cautious
While government spending and federal monetary policies have been necessary in the short term, we are concerned about their sustainability and long-term effects on the economy. |
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Shape Up: Household and Government Debt
U.S. government and household debt have ballooned. This debt will need to be paid down for the long-term health of the economy. |
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Increased Money Supply and the Threat of Inflation
Our job as wealth managers is to recognize inflationary pressures and manage inflation risks. We will keep a close eye on the Federal Reserve's actions as they look to raise interest rates. |
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China's Currency Peg: Dangers of a Bretton Woods Repeat
A look at the U.S.-China relationship and where it might go from here. |
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The Effects of Cap-and-Trade Policies
On the surface, cap-and trade-policies may seem like the answer to reducing government debt; however, increased corporate taxes simply translate into lower employee wages, lower shareholder returns and higher prices for consumers. |
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Global Opportunities
The middle class is growing around the world, presenting exciting opportunities for investors. |
This presentation was recorded on February 11, 2010.
Past performance does not guarantee or indicate future results.
The material contained on this page has been created by Calamos Wealth Management and/or its affiliates. The opinions referenced are as of February 11, 2010 and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice. Materials contained on this page are historical and as such Calamos Wealth Management LLC and/or its affiliates undertake no obligation to update.
Investing involves risk including loss of principal. Diversification does not insure against market loss.
There are risks associated with investments in equity securities, which are subject to greater fluctuations in market value than other asset classes as a result of such factors as a company's business performance, investor perceptions, stock market trends, and general economic conditions.
There are certain risks associated investments in convertible bonds and fixed income securities such as a default risk (the company issuing a convertible security may be unable to repay principal and interest) and interest rate risk (the convertible may decrease in value if interest rates increase).
As a result of political or economic instability in foreign countries, there can be special risks associated with investing foreign securities, including fluctuations in currency exchange rates, increased price volatility, and difficulty obtaining information.
Unless the context otherwise requires, references to "Calamos" refers to Calamos Asset Management Inc., and its subsidiaries, including CWM and CAL. For a detailed history of Calamos Wealth Management and its affiliated entities, please see "Our History" under the "Our Firm" tab, or click here.
Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.
Calamos Wealth Mangement LLC is a federally registered investment advisor. Part II of Form ADV, which provides background information about the firm and its business practices, is available upon written request to:Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer