September 2012 Low interest rates globally and a flight to quality have driven down the yields of government bonds, while a muted economic recovery demands that income-oriented investors maintain caution about the highest yielding, most speculative credits. We believe these influences help make the case for utilizing a higher-quality high yield strategy within asset allocations.

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.

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.

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.

June 2012 In our Investor Insights newsletter, we explore the growth opportunities we see in the global economy, the importance of long-term focus, and innovative approaches to seeking income in a low-rate environment.

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.

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.

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.

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.

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.

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.

January 2012 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.

October 2010 Suppliers of health care will face increasing pressure to make their services and products more affordable.

May 2010 Calamos 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.