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.

Calamos Evolving World Growth Fund and the Power of “Small Ball” August, 2015

Calamos Evolving World Growth Fund has delivered compelling results with a risk-managed, “small ball” approach to investing in emerging market equities, explains Portfolio Specialist Todd Speed.

Case for International Growth over Value Remains Strong May, 2015

At Calamos, we believe investors should favor growth over value, given fundamentals, valuations and secular opportunities.

Managing Short-Term Uncertainties with a Proactive Approach March, 2015

John P. Calamos, Sr. discusses asset allocation considerations in the current environment, including strategies to potentially mitigate the impact of an eventual rise in interest rates.

Global Insights February, 2015

Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.

Identifying Global Growth Opportunities Through A Thematic Lens February, 2015

Calamos has been investing in non-U.S. markets since the late 1980s. Co-Portfolio Managers Nick Niziolek and Dennis Cogan provide an overview of the Calamos global growth investment approach and discuss their outlook and positioning in the current market environment.

Alternatives 101: Tools for Enhancing Asset Allocation February, 2015

This brochure provides an introduction to Alternative Investments, and explores that many types of alternative funds. Learn how an alternative allocation may potentially enhance a portfolio’s diversification and decrease exposure to market volatility.

Asset Allocation Strategies in Volatile Markets December, 2014

In his review of the Calamos Growth and Income Fund, John P Calamos, Sr. offers insight on how the fund’s unique blend of equity and convertible securities has resulted in a history of outperformance relative to the broad equity market.

Investor Insights Magazine December, 2014

In our Fall 2014 issue, we share our perspectives on stocks, in particular the strong case for growth stocks, and discuss the merits of the Calamos globally informed, risk-managed approach to emerging markets opportunity.

Calamos Global Exchange Fall 2014 December, 2014

The fall magazine is our “Sports Issue”! Articles on market volatility, retirement and athletes are included in our Fall 2014 Calamos Global Exchange. You will also find an inspiring story about a businessman who built a successful business and golf course.

The Case for Strategic Convertible Allocations December, 2014

In this analysis of global convertible market opportunities, John P. Calamos, Sr. discusses the role of convertible securities within portfolios and encouraging global trends within the convertible market. He also explains why a growing economy provides a favorable environment for a widening pool of convertibles.

Understanding Emerging Market Indices October, 2014

At Calamos, we believe emerging markets exposure should be a core component of most portfolios seeking long-term growth. The differences among EM indices drive emerging market exposures for investors in surprising ways.

Perspectives on Credit Quality and Convertibles August, 2014

Co-Portfolio Manager Eli Pars discusses how the merits of an unconstrained quality approach may be especially pronounced in the current environment. He explains why strategies that are not confined to investment-grade issues offer enhanced opportunities to pursue a broader range of opportunity and to mitigate risk over full market cycles.

Enhancing LDI Strategies with Convertibles September, 2014

Eli Pars, CFA, co-portfolio manager, discusses the growing role of LDI strategies in pension schemes and how convertibles may address some of the inherent trade-offs of LDI strategies.

Investor Insights Magazine July, 2014

In our summer 2014 issue, we explore the growing demand for alternative investments and what differentiates the Calamos approach, as well as the firm’s extensive history with alternative strategies.

Calamos Global Exchange Spring 2014 June, 2014

Articles on asset allocation, retirement and “nuggets of wisdom” are included in our Spring 2014 Calamos Global Exchange. You will also find an inspiring story about a successful businessman who struggled to rise out of poverty and provide a secure life for his son.

As the Taper Begins, What’s Next for Asset Allocation? March, 2014

John P. Calamos, Sr. assesses the opportunities in the global markets and the implications of macro factors on asset allocation. He discusses the Calamos framework for asset allocation built around the use of core strategies.

The Emerging Markets Growth Story: Evolving But Intact February, 2014

Co-Portfolio Manager Nick Niziolek discusses some of the misperceptions that may be influencing investor sentiment about the EMs, where the Calamos team is identifying long-term opportunities, and why he believes active management will be especially important in this environment.

Calamos High Yield Investment Process February, 2014

Credit research has been an integral part of the Calamos investment process since the 1970s. Co-Portfolio Managers Jeremy Hughes and Chris Langs provide an overview of the Calamos high yield investment process—a comprehensive, disciplined process driven by fundamental research.

Calamos Global Exchange Fall 2013 November, 2013

The fall 2013 Calamos Global Exchange includes articles about the recovering economy and investing in a rising interest rate environment. We also learn about a true life of resilience and how to prevent an entitlement mentality within the next generation.

Morningstar Calamos International Growth Fund Analyst Review March, 2013 In this recent Morningstar analyst review, the Calamos International Growth Fund (CIGIX) was highlighted as an appealing holding. In this report, Morningstar supports their optimistic position to the process, performance and people behind our fund.
Todd Speed on Bloomberg Radio
June, 2015 VP, Portfolio Specialist Todd Speed shares the firm’s perspective on emerging markets in an interview with Bloomberg Radio’s Carol Massar and Cory Johnson.
John P. Calamos, Sr. on Fox Business
April, 2015

In an interview from the Milken Institute Global Conference, John P. Calamos, Sr. discusses the firm’s current thoughts on valuations and the market.

John P. Calamos, Sr. on CNBC 03/27/2015
March, 2015

John P. Calamos, Sr. discusses the use of convertible securities to manage risk in a rising interest rate environment.