The Calamos Blog

From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Why the Bull Market Can Continue

John P. Calamos, Sr.

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

How to Respond to Market Volatility

John P. Calamos, Sr.

As volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Heading into 2018, International Assets Are Positioned for Outperformance

Global Equity Team Perspectives by Nick Niziolek and Todd Speed

Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Driving a Convertible Allocation: Active Management Means You Can Put the Top Up

John P. Calamos, Sr.

Convertible securities can be an excellent choice for a strategic allocation. But achieving—and maintaining—the appropriate risk/reward characteristics requires active management.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Convertible Securities Provide Well-Priced Access to Growth

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. discusses convertible security valuations and the importance of active management.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

After the Punch Bowl, Can There Still Be Life in the Party?

Global Equity Team Perspectives by Nick Niziolek, Kyle Ruge and Todd Speed

As U.S. monetary policy normalizes and the ECB edges toward tapering, some investors are concerned about the implications for emerging markets. Our team explains why emerging markets are better positioned now versus years past to withstand the impact of higher interest rates in developed markets.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

5 Reasons to Consider Convertible Securities

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. explains why the case is strong for convertible securities in an environment characterized by economic growth, rising interest rates and geopolitical uncertainty.

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Investment Team Voices | Calamos Investments
David O'Donohue  | Calamos Investments

Managing Volatility-Aided Strategies in a Low Volatility Environment

Alternative Team Perspectives by David O’Donohue

While a lack of volatility may be comforting for many investors, volatility can play an important role in the management of some hedged strategies. David O’Donohue discusses index volatility versus individual stock volatility, and how our team navigates different volatility environments.

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Investment Team Voices | Calamos Investments
Matt Freund | Calamos Investments

The Market Is Not Buying into the Fed’s Bearish Tone

Fixed Income Perspectives by Matt Freund, CFA The Fed outlined a surprising plan to reduce its balance sheet before it was done raising short-term rates. On the face of it, the Fed’s plans create headwinds for fixed income, but Matt Freund explains why it’s wrong to assume that a bear market in bonds is a foregone conclusion.Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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