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Investment Commentary

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.

Fine-Tuning Exposure to Emerging Economies Thumbnail
Fine-Tuning Exposure to Emerging Economies

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.

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Identifying Global Growth Opportunities Thumbnail
Identifying Global Growth Opportunities Through a Thematic Lens

Nick Niziolek and Dennis Cogan explain why an emphasis on secular themes is integral to our global growth investing approach.

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Calamos Global Insights- February 2015
Global Insights

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

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Difference Among EM Indices Drive Exposures in Surprising Ways

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.

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Perspectives on Credit Quality and Convertibles
Perspectives on Credit Quality and Convertibles

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.

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Enhancing LDI Strategies with Convertibles Thumbnail
Enhancing LDI Strategies with Convertibles

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.

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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.
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