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 Case for Strategic Convertible Allocations September, 2013 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 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.