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Investment Ideas

Investment Ideas | Calamos Investments

There’s No Denying Emerging Markets—How EM Bounced Back from the Latest Drawdown

Eighteen months after the January 2016 low, emerging markets have bounced back—as they have after the previous six major drawdowns.

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Investment Ideas | Calamos Investments

Convertible Market Review and Outlook

The convertible securities market is healthy and well positioned in this rising rate environment.

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Investment Ideas | Calamos Investments

Convertibles Are Off To Another Chart-Topping Year

Convertibles’ returns have bested fixed income asset classes over the last ten years and are on track to do it again in 2017. See how convertibles can enhance fixed income allocations.

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Investment Ideas | Calamos Investments

Jumpy Markets? This ‘Half Caff’ Blend Cuts Back on the Volatility While Pursuing Better Returns

Alternatives can diversify portfolios to help shield from today’s market volatility—but not all alternative allocations are created equal. Check out this Twenty 50/50 alternative blend that historically offered reduced volatility and improved returns.

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Investment Ideas | Calamos Investments

Any Gas Left in the Tank? Investors Wonder What to Expect After EM’s Strong 1st Half

In five of the six years when emerging markets started out strong, the trend continued for the second half of the year.

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Investment Ideas | Calamos Investments

CPLIX’s Grant Looks for More of the Same in the Second Half

CPLIX June 2017 positioning: Equities still have runway, given growth in sales and earnings.

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Investment Ideas | Calamos Investments

How to Use an Equity Alt and an Income Alt to Design an Alternative Allocation: Webcast Aug. 1

Join our webcast to learn how to combine an income and equity alternative fund in an investment portfolio.

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Investment Ideas | Calamos Investments

Narrowing Spreads Prompt a Shift Away from High Yield and Toward Convertibles

Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.

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Investment Ideas | Calamos Investments

How Emerging Markets Have Progressed in the Last Year: One Snapshot at a Time

The one-year-old EM Snapshot makes tracking the growth and development of emerging markets easy. Here are some insights on how emerging markets have progressed over the year. Read Post
Investment Ideas | Calamos Investments

Reflation Trades Will Work Again: CPLIX Commentary

CPLIX May 2017 positioning: Reflation trades resume, extending the bull market, the Standard & Poor’s 500 peaking 5%-10% above current levels.

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