Calamos Wealth Management
Calamos Investments
Experience has taught us that opportunities
exist in all markets, especially for investors with
long-term horizons.

Commentary

Global Economic Review & Outlook
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April 2013 Global Co-CIOs John P. Calamos, Sr. and Gary Black explain why the Calamos Investment Committee maintains its cautiously optimistic global outlook. They also discuss their constructive views on the equity and convertible markets.

The Case for Strategic Convertible Allocations
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March 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.

Fine-Tuning Exposure to Growth in Emerging Economies
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March 2013 The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets.

Global Economic Review & Outlook
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January 2013 John P. Calamos, Sr. discusses the firm’s cautiously optimistic economic outlook. Although politics and policies will likely continue to contribute to financial market volatility, he sees economic recovery, valuations and secular trends supporting a variety of investment opportunities.

Investment Perspectives
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December 2012 John P. Calamos, Sr. discusses his expectation for continued slow growth in the U.S. and the conditions that could spur more robust economic expansion. He explains why the Calamos team has a constructive outlook for equities, convertible securities and mid-grade corporate bonds.

Calamos Global Exchange
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November 2012 The fall issue of the Calamos Global Exchange covers topics including how investors should respond to election results, the global economy, family business ownership, and leading a healthy life amidst fame and fortune.

Evolving Emerging Market Strategies
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October 2012 "Evolving Emerging Market Strategies: A Tactical or Core Component of Asset Allocation?" John P. Calamos, Sr. explores the changing role of emerging markets (EMs) within the global economy, the implications for asset allocation and the firm's risk-managed approach to pursuing EM growth potential.

Global Economic Review & Outlook
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October 2012 The U.S. economy looks positioned to continue its slow-growth track, according to John P. Calamos, Sr. He also discusses the Calamos investment team’s constructive outlook on equities, and the secular growth opportunities that can continue to emanate from emerging markets, even as growth in China has slowed.

CEO Suggests Thinking Long Term
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May 2012 In a recent Daily Herald article, CEO suggests thinking long term, globally, John P. Calamos, Sr. speaks about the outlook of the global economy, coping with volatility, and thinking long term.

Global Economic Review & Outlook
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July 2012 John P. Calamos, Sr. and Nick P. Calamos discuss their view of the global economy, including the growth prospects of emerging markets, and the pace of recovery in the U.S.

Calamos Global Exchange
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May 2012 The Spring issue of our newly named Calamos Global Exchange focuses on multiple facets of opportunity and risk. The magazine includes articles of collective wisdom about asset allocation, risk mitigation, and leading a purposeful, healthy life amidst affluence. Calamos enjoys publishing the Calamos Global Exchange to provide educational and thought provoking content which we hope will stimulate, challenge and inspire.

Global Economic Review & Outlook
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April 2012 John P. Calamos, Sr. and Nick P. Calamos share their outlook for economic growth and discuss their view of the equity market, including the compelling valuations they see. They also discuss the evolution of the global economy and the opportunities for global companies to participate in the growth of emerging markets.

Global Economic Review & Outlook
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January 2012 John P. Calamos, Sr. and Nick P. Calamos discuss the “risk-on, risk-off” markets of 2011 and their economic outlook for 2012. They consider the impact of volatility, government debt and reflation on the financial markets and speak to the opportunities they see in the equity markets.

"Wealth Matters" Newsletter

January 2011 Our January issue includes articles on the case for growth investing, our economic outlook and wealth transfer strategies.

"Wealth Matters" Newsletter
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June 2010 Senior members of the Calamos investment team discuss their market outlook, the credit crisis in Greece and the exciting potential of "cloud computing."

Nick P. Calamos at Milken: “Reading the Tea Leaves: Investing for 2010 and Beyond”

April 2010 At the annual Milken Institute Global Conference–one of the most highly esteemed forums for business and policy leaders around the world– President of Investments and Co-Chief Investment Officer Nick P. Calamos participated in the panel discussion, “Reading the Tea Leaves: Investing for 2010 and Beyond.”

Greece and Sovereign Risk: The Opportunities

March 2010 In recent video interviews, John P. Calamos, Sr., and Nick P. Calamos discuss sovereign risk and the need for investors to think more globally than ever before. Opportunities exist for those willing to take a broader view.

Perspectives on the global economy

February 2010 At our most recent client event, Chief Executive Officer and Co-Chief Investment Officer John P. Calamos, Sr., and Co-Chief Investment Officer Nick P. Calamos discussed current market and economic conditions, as well as important asset allocation considerations. View the highlights.

"Wealth Matters" Newsletter
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February 2010 Senior members of the Calamos investment team provide their perspective on markets, the economy, and where they are seeing opportunities. The newsletter also includes articles on wealth planning for the affluent.

Market Review and Outlook
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January 2010 In “‘Hair-of-the-Dog’ Economic Policies or Buying Time to Heal?” John P. Calamos, Sr. and Nick P. Calamos discuss why they believe the near-term looks promising for the economy and equity markets.

The material contained on this page has been created by Calamos Wealth Management and/or its affiliates. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice. Materials contained on this page are historical and as such Calamos Wealth Management LLC and/or its affiliates undertake no obligation to update.

Unless the context otherwise requires, references to "Calamos" refers to Calamos Asset Management Inc., and its subsidiaries, including CWM and CAL. For a detailed history of Calamos Wealth Management and its affiliated entities, please see "Our History" under the "Our Firm" tab, or click here.

Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.

Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.