The Calamos Blog

Global Long/Short Team Perspectives:
Watching Stock Prices Is Not Always the Best Way to Assess the U.S. Economy

Michael Grant

Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.

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Another Bear Market Rally or the Start of the Next Bull?

Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.

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Field Notes: Japan

Nick Niziolek

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

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The Convertible Trifecta

Scott Henderson, CFA, CIMA®, CMFC

Credit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”

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CoCos Are a No-Go for Calamos

Eli Pars, CFA

Amid market turmoil, contingent convertible bonds (CoCos) have become the subject of negative press. Co-CIO Eli Pars discusses our standing concerns with what he considers “the anti-convertible bond.”

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Why I Believe Staying in the Market Makes Good Sense

John P. Calamos, Sr.

John P. Calamos, Sr. discusses the risks of trying to time volatile markets.

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Mexico vs Brazil: A Tale of EM Have and Have-Nots

Nick Niziolek

Co-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.

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A Low Volatility Portfolio Should Include More Than Low Volatility Stocks

John McClenahan, CPA, CFA

Not all low volatility approaches are created equal, with some approaches exposed to unintended risks, explains John McClenahan.

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Gamma Trading: Why Big Market Swings Can Be Good News

Jason Hill, SVP and David O’Donohue, VP

Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

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