Menu
Economic Outlook | Calamos Investments
Blog Home Page
From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Positioning for the Market’s Next Phase: Opportunity in Convertible Securities

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. summarizes some of our team’s current thinking. He also shares his perspective on investing in a rising interest rate environment.

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

Don’t Forget: The U.S. Market and Economy Are Resilient

John P. Calamos, Sr.

Donald Trump’s election has come as a surprise to many, but the market volatility we’ve seen is not unexpected. It’s important to remember that while markets haven’t been in this exact place before, they’ve navigated many unknowns to climb the wall of worry.

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

Why I Believe Staying in the Market Makes Good Sense

John P. Calamos, Sr.

John P. Calamos, Sr. discusses the risks of trying to time volatile markets.

Read Post
Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

A Low Volatility Portfolio Should Include More Than Low Volatility Stocks

John McClenahan, CPA, CFA

Not all low volatility approaches are created equal, with some approaches exposed to unintended risks, explains John McClenahan.

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

Investing Through Volatility: Finding Opportunities in a Slow-Growth Environment

John P. Calamos, Sr.

As growing political uncertainties and employment data add to market volatility, John Calamos, Sr. discusses some of the more compelling areas of the U.S. market.

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

Staying Level-Headed in the Face of Fed Uncertainty

John P. Calamos, Sr.

John Calamos Sr. speaks to the opportunities the Calamos investment team sees in the U.S. equity and convertible markets.

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

Resolving the Greek Crisis Requires a Pro-Business Focus

John P. Calamos, Sr.

In his latest blog post, John P. Calamos, Sr. discusses the importance of the private sector for Greece’s revitalization.

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

Advice for Investing in Today’s Volatile Markets: 5 Points

John P. Calamos, Sr.

Afraid to be in the markets, but afraid to be out? John P. Calamos, Sr. discusses how to invest in this volatile environment and the potential of lower-volatility equity approaches.

Read Post
Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The Best Offense is a Good Defense?

John McClenahan, CPA, CFA

John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.

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

Why Growth Stocks Now?

John P. Calamos Sr.

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

Read Post
Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The More Things Change, the More They Stay the Same

John McClenahan, CPA, CFA

John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.

Read Post
Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The Game is Changing

John McClenahan

John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.

Read Post
Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

How Do You Know It’s a Stock Picker’s Market?

John McClenahan

Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.

Read Post