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Investment Team Voices

The Calamos Blog

Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Field Notes: Finding Growth “Under the Hood” in China

Global Team Perspectives by Nick Niziolek and Jay Stewart

In a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Rise of the Robots: An Investment Opportunity Centered on Japan

Global Equity Team Perspectives by Nick Niziolek and Paul Ryndak

Japan’s expertise in robotics highlights the benefits of a global approach to growth.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Asset Allocation Amid “Record Breaking” Noise

John P. Calamos, Sr.

There’s nothing like a record-breaking day in the markets to make investors worry—either that they are missing out on gains others are getting or that they need to sell everything now. John P. Calamos, Sr. puts short-term moves into perspective and speaks to the benefits of diversification.

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Investment Team Voices | Calamos Investments
Jason Hill | Calamos Investments

Whether Vol is High or Low, Gamma Trading Can Exploit Opportunity

Alternative Team Perspectives by Jason Hill

Volatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Why the Bull Market Can Continue

John P. Calamos, Sr.

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

How to Respond to Market Volatility

John P. Calamos, Sr.

As volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Heading into 2018, International Assets Are Positioned for Outperformance

Global Equity Team Perspectives by Nick Niziolek and Todd Speed

Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Driving a Convertible Allocation: Active Management Means You Can Put the Top Up

John P. Calamos, Sr.

Convertible securities can be an excellent choice for a strategic allocation. But achieving—and maintaining—the appropriate risk/reward characteristics requires active management.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Convertible Securities Provide Well-Priced Access to Growth

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. discusses convertible security valuations and the importance of active management.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

After the Punch Bowl, Can There Still Be Life in the Party?

Global Equity Team Perspectives by Nick Niziolek, Kyle Ruge and Todd Speed

As U.S. monetary policy normalizes and the ECB edges toward tapering, some investors are concerned about the implications for emerging markets. Our team explains why emerging markets are better positioned now versus years past to withstand the impact of higher interest rates in developed markets.

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