Thematic Perspectives

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 communicate with institutional investors.

Why Are Mortgage Standards Still So Tight? September, 2014

Improvements in the U.S. housing market have occurred despite continued regulatory uncertainties for banks. Christopher Mashia, U.S. Financials Sector Head, discusses how streamlined regulation could benefit banks and borrowers alike and accelerate the housing recovery.

Perspectives on Credit Quality and Convertibles August, 2014

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.

Is the Five-Year Assault on Bank Earnings Power Finally “Tapering”? September, 2014

Christopher Mashia, U.S. Financials Sector Head, discusses the pressure points that have impeded the earnings power of large-cap banks since the onset of the financial crisis, and explains why Calamos believes these headwinds are likely to dissipate over the next few years.

Enhancing LDI Strategies with Convertibles September, 2014

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.

Investor Insights Magazine July, 2014

In our summer 2014 issue, we explore the growing demand for alternative investments and what differentiates the Calamos approach, as well as the firm’s extensive history with alternative strategies.

The Emerging Markets Growth Story: Evolving But Intact February, 2014

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.

Calamos High Yield Investment Process February, 2014

Credit research has been an integral part of the Calamos investment process since the 1970s. Co-Portfolio Managers Jeremy Hughes and Chris Langs provide an overview of the Calamos high yield investment process—a comprehensive, disciplined process driven by fundamental research.

The Case for Strategic Convertible Allocations January, 2014

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.

Investor Insights Magazine May, 2013 In our Spring 2013 issue, we explore the growing role of alternative strategies in asset allocation, as well as the potential benefits of investing in both growth-stock and value-stock funds.
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.
The Opportunity in Growth Equities, December 2010 March, 2011 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.
FEATURED MULTIMEDIA
High Yield Investment Process
March, 2014 Co-Portfolio Managers Jeremy Hughes and Chris Langs discuss the highlights of their investment process and the Calamos approach to high yield.
Perspectives on Emerging Markets
February, 2014 Co-Portfolio Manager Nick Niziolek explains how, despite the recent volatility, the firm continues to find bottom-up growth opportunities in the emerging markets.