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.
John Calamos: Cyclical Uptick Could Drive Record Converts Issuance John P. Calamos, Sr. and Co-Portfolio Manager Eli Pars are featured in a Citywire article discussing the convertible bond market. The Case for Strategic Convertible Allocations 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. Calamos Insights The Opportunity of Global Convertible Allocations: John P. Calamos, Sr. provides insights on convertible securities, using them in asset allocation and an update on the global convertible market. Fine-Tuning Exposure to Growth in Emerging Economies The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets. Evolving Emerging Market Strategies "Evolving Emerging Market Strategies: A Tactical or Core Component of Asset Allocation?" John P. Calamos, Sr. explores the changing role of emerging markets (EMs) within the global economy, the implications for asset allocation and the firm's risk-managed approach to pursuing EM growth potential. Convertibles and Inflation Commentary 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. Convertibles and Rising Interest Rates 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. Convertible securities: Advantages of Stocks and Bonds in One Investment Convertible securities is considered a hybrid security with characteristics of both bonds and stocks. It’s important to understand the fixed income and equity characteristics it provides along with its valuation.