Market Insights

Commentary

Large-Cap Growth Mutual Funds Rally in a Choppy July

Sr. Co-PM David Kalis is quoted in an Investor’s Business Daily article on the recent performance of growth equity mutual funds.

Capitalising on Convertibles with Active Management

In an article for Citywire Global, John P. Calamos, Sr. discusses the firm's experience in the convertible market and using convertibles to pursue risk-managed outcomes.

The Case for Strategic EM Allocations

In an article published by Engaged Investor, John P. Calamos, Sr. discusses how a risk-managed approach allows for strategic emerging market allocations.

American Hellenic Council to Honor Calamos

Greek Reporter features John P. Calamos, Sr. as the American Hellenic Council’s Aristeion Award recipient.

Global Fund Tilts to Europe, Japan

Co-Portfolio Manager Nick Niziolek is quoted in a Barron's article discussing the Calamos investment team’s thoughts on the global markets.

Global Insights

Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.

The Case for Strategic Convertible Allocations

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.

Convertible Bond Performance: Best of Both Worlds

An article by John P. Calamos, Sr. in Investment & Pensions Europe explains how the hybrid characteristics of convertible securities can provide strategic benefits through economic cycles.

Road is Open for Convertible Debt

Co-Portfolio Manager Eli Pars is quoted in a Wall Street Journal piece on the upswing in the convertible market.

FTSE Drops Argentina, Demotes Morocco: Mind Your ETF Index

A Barron's article discussing changes from index provider FTSE includes quoted insights from Calamos.

A Rough Guide to Convertible Bonds

Co-Portfolio Manager Eli Pars is quoted in an Engaged Investor article explaining potential opportunities in convertible bonds.

Calamos Turns to Pimco Playbook for ETF Launch

Ignites quotes Global Co-CIO Gary Black in an article about the launch of Calamos’ first ETF, focusing on the fact that the ETF and corresponding mutual fund should very closely track each other.

Calamos Makes a Splash in Active Equity ETF Arena

Global Co-CIO Gary Black is quoted in an article published by ETF Trends that highlights Calamos as an early leader in the active equity ETF space.

Spotlight on Convertible Bonds

In a piece for Investment Week, John P. Calamos, Sr. comments on the resurgence of convertible bonds and the importance of actively managing convertible allocations.

As the Taper Begins, What’s Next for Asset Allocation?

John P. Calamos, Sr. assesses the opportunities in the global markets and the implications of macro factors on asset allocation. He discusses the Calamos framework for asset allocation built around the use of core strategies.

The Emerging Markets Growth Story: Evolving But Intact

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

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.

Convertibles in Rising Rates Convertible securities have fixed-income qualities and can be affected by rising interest rates, but they also can take on equity qualities because of the option to convert them into a predetermined number of issuer shares. When the 10-year Treasury yield rose more than 100 basis points, Convertible returns tended to more closely reflect equity returns than bond returns.
Featured Videos
John P. Calamos, Sr. on Fox Business
April, 2015

In an interview from the Milken Institute Global Conference, John P. Calamos, Sr. discusses the firm’s current thoughts on valuations and the market.