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Investment Ideas

Investment Ideas

Investment Ideas | Calamos Investments

The Value We’re Finding in Bank Loans

Bank loan coupon income may benefit portfolios as additional Fed hikes work into the system.

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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

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

‘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

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

Beware: Reliance on Credit-Sensitive Funds Can Undermine Fixed Income Allocation

Investors’ shift toward lower quality high yield and bank loan funds introduces credit risk to the fixed income portion of a portfolio meant for capital preservation.

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