Calamos Investments - Investment Commentary

INVESTMENT COMMENTARY

Our investment team provides ideas and analysis of important investment concepts and topics. By sharing our thoughts on trends in the market place, changes in sectors, asset allocation ideas or events of the day we hope to better educate the investing public.

Finding Global Growth Opportunities January 31, 2012 In our Investor Insights newsletter, we explore the growth opportunities we see in global economy, the importance of long-term focus, and an innovative approach to seeking income.

Pro-Active: Assessing the Value of Active Management September 7, 2011 The notion of getting what one pays for is one of the defining aspects of consumer value, and the potential for creating added value for the investor lies at the heart of an active investing philosophy. But what does "active management" really mean – both in practice and in the bottom line? Active share may tell the tale.

International Growth Allocation paper April 20, 2011 We believe a changing global regime will result in a redistribution of wealth toward developing nations. It appears investors’ allocations have shifted toward international stocks, international small caps and emerging markets. However, investors have not taken as quickly to international growth.

Low-Volatility Equity Funds: Crafting an Asset Allocation Core April 20, 2011 John P. Calamos, Sr. discusses our approach to low-volatility equity funds and how they can be positioned in an investor’s asset allocation.

Convertibles and Rising Interest Rates April 11, 2011 In the coming years, the potential exists for rising interest rates in conjunction with an improving economy or rising inflation. That possibility raises questions for convertible securities, hybrids with characteristics of both bonds and stocks.

Convertibles and Inflation Commentary April 11, 2011 Government stimulus plans have led to fears of high inflation, which often coincides with higher interest rates and an unfavorable bond market. Convertible bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities.