| Market Review and Outlook, October 2009 |
| October 9, 2009In “The Shape of Things to Come,” John P. Calamos, Sr. and Nick P. Calamos discuss the potential implications of current economic policies, their view of global growth drivers, and where our investment team is finding opportunity. |
| Convertibles and Rising Interest Rates |
| October 6, 2009In general, the more a convertible’s price is determined by the value of its underlying equities, the greater its tendency not to be influenced by changing interest rates |
| Convertibles and Inflation |
| September 14, 2009Convertibles bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities. These characteristics may help in times of high inflation. |
| Convertible Market Update, August 2009 |
| September 15, 2009Convertibles rise with equities as speculative-grade convertibles drive performance |
| High Yield Market Update, August 2009 |
| September 15, 2009The high-yield market extended its streak of consecutive monthly gains to six, boosted by encouraging data from the housing and manufacturing sectors of the global economy |
| Global Equity Market Update, August 2009 |
| September 15, 2009Global equity markets continued to rally, though emerging markets fell slightly |
| High Yield Market Update, July 2009 |
| August 13, 2009Continued improvement in global economic conditions helped the high-yield bond market maintain its streak of five consecutive monthly gains. |
| Convertible Market Update, July 2009 |
| August 13, 2009Strong equity markets supported convertibles in July. |
| Global Equity Market Update, July 2009 |
| August 11, 2009The economic landscape continues to show signs of life, as optimism builds within most areas of the market. |
| Convertible Securities and Asset Allocation Considerations |
| August 11, 2009Because convertibles possess both equity- and bond-like attributes, they can be particularly useful in managing a portfolio’s risk/return profile. But convertibles are not a one-size-fits-all solution. |
| Convertible Market Update, Second Quarter |
| July 20, 2009The convertible market posted a 17.7% return in the second quarter and outperformed equities. |
| Global Equities Market Update, Second Quarter |
| July 20, 2009The massive global fiscal response restored a degree of confidence and order in most world economies and likely removed a depression scenario. |
| High Yield Market Update, Second Quarter |
| July 20, 2009Following the return of credit market liquidity and renewed investor risk appetites, the Credit Suisse High Yield Index surged 20.24% in the second quarter, its highest quarterly return on record. |
| Global Wireless Telecommunications Can Provide Compelling Investment Opportunities |
| June 19, 2008Global wireless telecommunications can provide compelling investment opportunities. |
| Global Economic Review & Outlook, April 2012 |
| April 5, 2012John 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, January 2012 |
| January 6, 2012John 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. |
| Economic Review & Outlook, October 2011 |
| October 6, 2011John P. Calamos, Sr. and Nick P. Calamos discuss the healing of the global economy, the sustainability of emerging markets as an engine for future growth, and the historic relationship between debt deleveraging and equity market performance. They also explain why they believe global growth equities offer the most attractive risk/reward characteristics. |
| Perspectives on Volatility, August 2011 |
| August 10, 2011John P. Calamos, Sr. and Nick P. Calamos comment on recent market volatility and the U.S. debt downgrade. They discuss their view of the equity markets and where the Calamos investment team is finding opportunity. |
| Economic Review & Outlook July 2011 |
| July 8, 2011John P. Calamos, Sr. and Nick P. Calamos discuss their expectations for global economic growth, including the reduced likelihood of a double-dip recession in the near term. They share a constructive view of equities and speak to the secular trends that are driving opportunity for global businesses. |
| Low-Volatility Equity Funds: Crafting an Asset Allocation Core |
| April 20, 2011John P. Calamos, Sr. discusses our approach to low-volatility equity funds and how they can be positioned in an investor’s asset allocation. |
| Morningstar: Calamos Growth and Income 'Is Topnotch' |
| May 5, 2011"No matter where it sits, Calamos Growth & Income is topnotch," according to Courtney Goethals Dobrow of Morningstar. |
| Morningstar: Calamos Global Growth and Income 'Charts Its Own Course' |
| May 5, 2011"No matter its category, this mutual fund isn't typical. Calamos Global Growth & Income's distinctive profile has given it a leg up," according to Courtney Goethals Dobrow of Morningstar. |
| Economic Review & Outlook April 2011 |
| April 7, 2011John P. Calamos, Sr. and Nick P. Calamos discuss their view of opportunity, including why they believe U.S. growth-oriented equities remain attractive in the current environment. They also discuss the long-term global implications of heavy government debt burdens in the G3 and currency wars. |
| Dow Jones Newswires: Growth and Income Fund 'Aims at Low Volatility' |
| February 25, 2011Calamos Growth and Income Fund "juggles blue-chip growth stocks and a collection of convertible bonds and other securities as a means to latch on to bull-market upswings while also preserving wealth in down phases," according to Chris Dieterich of Dow Jones Newswires. |
| Economic Review & Outlook January 2011 |
| January 7, 2011John P. Calamos, Sr., and Nick P. Calamos share their perspective on the potential opportunities and risks in the global marketplace. |
| Calamos Multi-Fund Blend Fund – January 31, 2011 Liquidation |
| December 15, 2010December 15, 2010 The Board of Trustees of the Calamos® Family of Funds voted on December 14, 2010 to liquidate the Calamos® Multi-Fund Blend Fund effective as of the close of business on or about January 31, 2011. |
| Signs of Life in Health Care Technology |
| October 28, 2010Suppliers of health care will face increasing pressure to make their services and products more affordable. |
| Economic Review & Outlook October 2010 |
| October 8, 2010John P. Calamos, Sr., and Nick P. Calamos discuss global economic trends and the potential of emerging economies. They also comment on where they are finding opportunities and why they believe growth equities are especially compelling. |
| Cloud Computing: The Next Wave of Innovation |
| May 1, 2010Calamos senior strategy analyst Joe Wysocki, CFA, discusses the importance of cloud computing for everyday users and how Calamos approaches this new trend as a potential investment. Calamos is focused on understanding the impact of cloud computing on new and existing businesses to identify winners and losers. |
| Economic Review and Outlook, July 2010 |
| July 9, 2010John P. Calamos, Sr., and Nick P. Calamos discuss their “short-term bullish, longer-term scared” economic outlook. They explain why a case can be made for a bull or bear market over the next decade and the factors the Calamos investment team considers as they assess the global economy and its opportunities. |
| John P. Calamos, Sr. Discusses Low-Volatility Equity Strategies at Morningstar Conference |
| July 1, 2010At the Morningstar 2010 Investment Conference, one of the most prestigious investment forums in the industry, John P. Calamos, Sr. shared his expertise on convertible securities and low-volatility equity strategies. |
| Nick P. Calamos at Milken: “Reading the Tea Leaves: Investing for 2010 and Beyond” |
| April 28, 2010At 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.” |
| Convertibles for the Long Run: Low-Volatility Equity Strategies for Strategic Allocation |
| May 6, 2010Convertible securities historically provide investors a more defensive way to participate in equity markets. They have demonstrated their merits over full and multiple market cycles. Because of this, we believe investors are best served thinking of convertibles as long-term strategic allocations, rather than shorter-term tactical investments. |
| Market Review and Outlook, April 2010 |
| April 9, 2010In “Clear Skies Ahead?” John P. Calamos, Sr., and Nick P. Calamos provide their perspective on the markets and economy. Data suggests that the recession has likely ended, and corporate America looks to be in good shape. However, high national debt levels and excess spending cast a longer-term shadow. In this environment, the Calamos investment team believes that global perspective is essential for understanding and capitalizing on investment opportunities. |
| Emerging Markets, Developing Opportunities |
| February 1, 2010In "Emerging Markets, Developing Opportunities." Jeff Scudieri, SVP and Co-Head of Research and Investments, notes that since the Asian crisis of 1997, there have been continued improvements in the fiscal positions of many emerging economies—improvements which we believe enhance the prospects for more sustainable growth. Dramatic increases in foreign currency reserves, less debt, lower inflation, smaller budget deficits and higher GDP growth are among the factors contributing to a brighter fiscal picture. Compared to developed economies, emerging economies are on the right track. |
| Market Review and Outlook, January 2010 |
| January 8, 2010In “‘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. They also share their reasoning for a more cautious long-term economic outlook, and summarize how the Calamos investment team is positioned for the opportunities and challenges of an evolving global economy. |
| High Yield Market Update, November 2009 |
| December 14, 2009High yield bonds advanced in November for the ninth straight month as investors believe the global economy will remain on the path to recovery |
| Convertible Market Update, November 2009 |
| December 9, 2009Convertible securities were boosted by underlying equities and a speculative grade rally |
| Global Equity Market Update, November 2009 |
| December 9, 2009Almost all major regions and countries posted positive returns as the global economy continues to move ahead |