As synchronized global growth continues and reflationary tailwinds strengthen, we see additional upside in the global business cycle and in turn, for equities, convertible securities, and select areas of the credit markets.
We see a favorable backdrop for equities and convertible securities through the remainder of the year, although late-cycle pressures may increase going into 2018.
Our Investment Committee discusses the health of the U.S. and global economies, the impact of politics on the markets, and why they believe the markets can move higher from here.
Our Investment Committee considers the potential impact of a new presidential administration on the economy, and shares their views on interest rates, market volatility and opportunities across asset classes.
In “Politics, Populism and Policy: Confronting Another ‘Wall of Worry,’” the Calamos Investment Committee discusses positioning in an environment of uncertainty.
As U.S. equity markets soar, the Calamos Investment Committee considers the risks and opportunities in the global financial markets.
Our positioning remains cautious but not defensive. In a slow growth environment, growth stocks remain attractive, but a weakening dollar and stimulative central bank policies have created select opportunities among cyclicals.
The markets have gotten off to a rocky start in 2016. While we expect volatility to remain elevated, we see a range of opportunities across asset classes.
We remain positive about opportunities in growth equities and convertibles but expect volatility to remain elevated amid fiscal and monetary policy uncertainties.
Our Global Equity Team discusses trends supporting the potential for sustained outperformance in emerging market equities over the next three to five years.
Co-CIO and Head of Fixed Income Strategies Matt Freund, CFA, discusses the Calamos approach to fixed income and its key differentiators. He also shares his view of fixed income opportunities in the current environment.
We believe EMs offer tremendous long-term growth potential but selectivity is critical. Our approach is differentiated by our focus on revenue mapping and secular growth themes, as well as our opportunistic use of convertibles.
Nick Niziolek and Dennis Cogan explain why an emphasis on secular themes is integral to our global growth investing approach.
Consistent with the general market sell off, Calamos CEFs offer unique values at current price points on both an absolute current and historical basis compared to their respect NAVs.
Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.
Whether tracking to an index or actively seeking investment return, investors need to understand what they’re actually investing in when it comes to emerging market allocation decisions. This paper provides key considerations to provide insight on common misconceptions about EM indices.
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.
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.
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.
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.
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