The Calamos Blog

Distortions in “Value”: Overpaying for Yield

Jeff Miller

Co-PM Jeff Miller explains how a global quest for yield is driving performance across the U.S. value stock market, and why the Calamos Value Team is not getting caught up in the chase.

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Too Much of a Good Thing Is Not Such a Good Thing for Markets

Gary Black

Global Co-CIO Gary Black shares his perspective on the timing of interest rate increases and why he believes equities can move higher.

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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.

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If Henry Ford Could See Us Now

Stephen Roseman

Stephen Roseman, consumer sector head, discusses how Calamos team identifies compelling prospects in the auto industry.

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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.

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Sherman’s Rant: Passion and The Quest for Investment Excellence

Gary Black

Gary Black writes about what great investors and great football players have in common: intense passion, focus, and obsession.

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Dr. Fed

Gary Black

When a doctor takes a patient off his meds, he does so usually only after the patient has shown sure signs of recovery. Generally, the patient himself realizes when he no longer needs the meds.

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