The Calamos Blog

Convertible Defaults Remain Muted

Convertible Team Perspectives by Eli Pars, CFA

Convertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.

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Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

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Where Has All the Debt Gone?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.

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The Case for Global Equities Today

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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Watching Stock Prices Is Not Always the Best Way to Assess the U.S. Economy

Global Long/Short Team Perspectives by Michael Grant

Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.

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Another Bear Market Rally or the Start of the Next Bull?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.

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Field Notes: Japan

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

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The Convertible Trifecta

Convertible Perspectives by Scott Henderson, CFA

Credit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”

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CoCos Are a No-Go for Calamos

Convertible Perspectives by Eli Pars, CFA

Amid market turmoil, contingent convertible bonds (CoCos) have become the subject of negative press. Co-CIO Eli Pars discusses our standing concerns with what he considers “the anti-convertible bond.”

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Why I Believe Staying in the Market Makes Good Sense

John P. Calamos, Sr.

John P. Calamos, Sr. discusses the risks of trying to time volatile markets.

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