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Investment Ideas

Investment Ideas | Calamos Investments

Inflation Measures Are Sending Conflicting Signals

Two inflation measures—Personal Consumption Expenditures Core Price Index (PCE) and the Underlying Inflation Gauge (UIG)—are at odds.

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Investment Ideas | Calamos Investments

The Link Between Bond Prices and Stock Prices

If inflation returns, lower bond prices (higher yields) could signal lower stock prices.

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Investment Ideas | Calamos Investments

What Does the Pick-up in Interest Rate Volatility Mean for Fixed Income Investors?

When interest rate volatility spikes, agile active managers who are constantly engaged with the market are well positioned to take advantage.

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Investment Ideas | Calamos Investments

Portfolio Manager Video Q&As Answer Market, Investment Questions

Portfolio manager videos provide answers to commonly asked questions.

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Investment Ideas | Calamos Investments

High Yield and Investment Grade Corporates: What’s Suggested by Duration Extremes?

Duration in investment grade bonds has not been this high since 1993, and duration in high yield credit has never been lower.

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Investment Ideas | Calamos Investments

Watch: Freund on 2018 Fixed Income Opportunities and Risks

Brief videos present a fixed income update, including opportunities and risks, from Calamos Fixed Income Head Matt Freund.

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Investment Ideas | Calamos Investments

Interest Rates Just One Component of the Resilient Bond Portfolio

Our approach, including a wide opportunity set, to generate alpha for core fixed income allocations.

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Investment Ideas | Calamos Investments

Give Your Clients An Edge When High Yield Spreads Widen

When spreads widen, an actively managed, risk-aware approach may have the edge over a high yield ETF.

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Investment Ideas | Calamos Investments

‘Experience Will Matter More from Here,’ Says Fixed Income Head Matt Freund

A differentiated perspective matters in fixed income investing, says Calamos Co-Chief Investment Officer and Head of Fixed Income Strategies Matt Freund, CFA.

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Investment Ideas | Calamos Investments

The New Money Conundrum

The advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?

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