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.
The Case for Strategic Convertible Allocations March, 2013 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 February, 2013 Uncovering Opportunities and Managing Risk: Asset Allocation Considerations for 2013 and Beyond. John P. Calamos, Sr. provides his views on how to balance return potential with risk considerations, across a range of asset classes. Evolving Emerging Market Strategies October, 2012 "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. Investing in Innovation: Growth Opportunities in Technology June, 2012 Sr. Strategy/Sector Analyst Steve Klouda explores investment opportunities in the technology sector. He also discusses how the Calamos investment team balances growth and risk considerations. Fine-Tuning Exposure to Growth in Emerging Economies March, 2013 The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets. Higher-Quality High Yield Asset Allocations September, 2012 Low interest rates globally and a flight to quality have driven down the yields of government bonds, while a muted economic recovery demands that income-oriented investors maintain caution about the highest yielding, most speculative credits. Convertibles and Rising Interest Rates April, 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, 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. Convertible securities: Advantages of Stocks and Bonds in One Investment October, 2010 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.