Economic Review & Outlook, January 2012

John P. Calamos, Sr. and Nick P. Calamos discuss the "risk-on, risk-off" markets of 2011 and their economic outlook for 2012. They consider the impact of volatility, government debt and reflation on the financial markets and speak to the opportunities they see in the equity markets.

Economic Review & Outlook, October 2011, October 2011

John P. Calamos, Sr. and Nick P. Calamos discuss the healing of the global economy, the sustainability of emerging markets as an engine for future growth, and the historic relationship between debt deleveraging and equity market performance. They also explain why they believe global growth equities offer the most attractive risk/reward characteristics.

Pro-Active: Assessing the Value of Active Management, September 2011

The notion of getting what one pays for is one of the defining aspects of consumer value, and the potential for creating added value for the investor lies at the heart of an active investing philosophy. But what does "active management" really mean – both in practice and in the bottom line? Active share may tell the tale.

Perspectives on Volatility, August 2011

John P. Calamos, Sr. and Nick P. Calamos comment on recent market volatility and the U.S. debt downgrade. They discuss their view of the equity markets and where the Calamos investment team is finding opportunity.

Economic Review & Outlook, July 2011

John P. Calamos, Sr. and Nick P. Calamos discuss their expectations for global economic growth, including the reduced likelihood of a double-dip recession in the near term. They share a constructive view of equities and speak to the secular trends that are driving opportunity for global businesses.

Economic Review & Outlook, April 2011

John P. Calamos, Sr. and Nick P. Calamos discuss their view of opportunity, including why they believe U.S. growth-oriented equities remain attractive in the current environment. They also discuss the long-term global implications of heavy government debt burdens in the G3 and currency wars.

Economic Review & Outlook, January 2011

John P. Calamos, Sr., and Nick P. Calamos share their perspective on the potential opportunities and risks in the global marketplace. They also discuss the global imbalances and changing relationships in the global economy and their possible implications.

The Opportunity in Growth Equities, December 2010

Growth equity valuations reflect substantial investor pessimism. In our opinion, growth companies are attractively valued relative to past valuations, future growth potential, and other assets such as corporate bonds.

Cloud Computing: The Next Wave of Innovation

Joe Wysocki, CFA

Cloud computing continues to grow in popularity as well as strategic importance to businesses. In “Cloud Computing: The Next Wave of Innovation,” Senior Strategy Analyst Joe Wysocki, CFA, writes about the innovation and opportunities in this growing market segment.

International Growth Strategy: Finding Growth Opportunities in Non-U.S. Equity Markets—December 2010

The Calamos International Growth strategy seeks to provide true growth exposure to non-U.S. equities, with the investment objective of outperforming the MSCI EAFE and MSCI EAFE Growth indices. The strategy looks for mispricings across international growth equities—a space we believe is often overlooked by investors and is underrepresented by non-U.S. equity indices. The International Growth strategy uses Calamos Investments' proprietary non-U.S. company research, which has been refined over the firm's 20-year history of non-U.S. securities investing.

Calamos Global Opportunities Strategy: A Low-Volatility Equity Investment Solution—December 2010

The Calamos Global Opportunities strategy is a low-volatility equity investment solution for global equity mandates. Historically, the strategy has provided investors upside appreciation, downside protection and dampened volatility. This paper explains the advantages of a broader investment universe, discusses the strategy's risk and return characteristics, and provides a look at its peer group ranking over multiple metrics and time periods.

Calamos U.S. Opportunities Strategy: A Low-Volatility Equity Investment Solution—December 2010

The Calamos Global Opportunities strategy is a low-volatility equity investment solution for global equity mandates. Historically, the strategy has provided investors upside appreciation, downside protection and dampened volatility. This paper explains the advantages of a broader investment universe, discusses the strategy's risk and return characteristics, and provides a look at its peer group ranking over multiple metrics and time periods.

Signs of Life in Health Care Technology, October 2010

The Calamos Investment Team

While there is much uncertainty surrounding the health care sector, it seems clear the demand for health care will grow and that the suppliers of health care will face increasing pressure to make their services and products more affordable. From an investing standpoint, we believe companies that can innovate or are low-cost providers of quality products will create the most shareholder value in this environment. In this commentary, we look at three companies that highlight the opportunities we are finding in the health care technology industry.

Economic Review and Outlook, October 2010

John P. Calamos, Sr., Chairman, CEO/CIO and Nick P. Calamos, CFA, President of Investments & CIO

John P. Calamos, Sr., and Nick P. Calamos discuss global economic trends and the potential of emerging economies. They also comment on where they are finding opportunities and why they believe growth equities are especially compelling.

Market Perspectives: Finding Growth Opportunities in Volatile Markets

John P. Calamos, Sr.

John P. Calamos, Sr. shares his perspective on the global economy and market sectors. He explains why he believes growth equities are especially compelling in the current environment.

Economic Review and Outlook, July 2010

John P. Calamos, Sr. and Nick P. Calamos, CFA

John P. Calamos, Sr., and Nick P. Calamos discuss their “short-term bullish, longer-term scared” economic outlook. They explain why a case can be made for a bull or bear market over the next decade and the factors the Calamos investment team considers as they assess the global economy and its opportunities.