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.

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.

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.

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.

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 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.