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.”
Read PostAmid 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.”
Read PostJohn P. Calamos, Sr. discusses the risks of trying to time volatile markets.
Read PostCo-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.
Read PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostCo-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.
Read PostAs growing political uncertainties and employment data add to market volatility, John P. Calamos, Sr. discusses some of the more compelling areas of the U.S. market.
Read PostJohn P. Calamos, Sr. speaks to the opportunities the Calamos investment team sees in the U.S. equity and convertible markets.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
Read PostSenior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.
Read Post
