Calamos Wealth Management
Calamos Investments
We uncover market opportunities through our stringent research process and in-depth understanding of the complex global economy.

Whitepapers and Research

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.

Economic Review & Outlook
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October 2011 John 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
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August 2011 John 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
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July 2011 John 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.

Pro-Active: Assessing the Value of Active Management
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September 2011 The notion of getting what one pays for is one of the defining aspects of consumer value, and the potential for creating added value for the investor lies at the heart of an active investing philosophy. But what does "active management" really mean – both in practice and in the bottom line? Active share may tell the tale.

International Growth Allocation Paper
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April 2011 We believe a changing global regime will result in a redistribution of wealth toward developing nations. It appears investors’ allocations have shifted toward international stocks, international small caps and emerging markets. However, investors have not taken as quickly to international growth.

Low-Volatility Equity Funds: Crafting an Asset Allocation Core
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April 2011 John P. Calamos, Sr. discusses our approach to low-volatility equity funds and how they can be positioned in an investor’s asset allocation.

Convertibles and Rising Interest Rates
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April 2011 In the coming years, the potential exists for rising interest rates in conjunction with an improving economy or rising inflation. That possibility raises questions for convertible securities, hybrids with characteristics of both bonds and stocks.

Convertibles and Inflation Commentary
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April 2011 Government stimulus plans have led to fears of high inflation, which often coincides with higher interest rates and an unfavorable bond market. Convertible bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities.

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.