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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

Searching For ‘Volatility’ Insights? This Guide Can Help

Download our Volatility Opportunity Guide for perspectives on strategies for investing in choppy markets.

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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

Opposite Thinking for Investors

Remaining invested—or even getting into the market at this point in the eight year-long bull market—may require some George Costanza opposite-style thinking.

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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

Diversifying Credit Risk within Fixed Income

Diversification—the inclusion of a fixed-income alternative, for example—can help mitigate the impact of spreads widening when the time comes.

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Investment Ideas | Calamos Investments

Today’s Risk: Foregoing Income by Exiting Strategic High Yield

High yield investors run the risk of giving up a core source of income by exiting based on concerns about spreads widening.

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Investment Ideas | Calamos Investments

Understanding the White House Tax Plan Announcement

Download this quick reference guide that compares the White House tax plan released April 26 to current law and the earlier GOP proposal.

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Investment Ideas | Calamos Investments

Prepping for Client Conversations About Volatility

Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.

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Investment Ideas | Calamos Investments

Emerging Markets Dominate World Market Performance Quilt

World stock market performance has been dominated by emerging market countries, as shown in this performance quilt chart.

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Investment Ideas | Calamos Investments

Heading Toward the Emerging Markets End Zone Like a Champion Quarterback

Risk-managed, targeted opportunities over time—that’s what Calamos Evolving World Growth Fund and MVP quarterbacks have in common.

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Investment Ideas | Calamos Investments

Readying Your Clients’ Portfolios for Rising Interest Rates

The Fed’s decision to raise interest rates can cause headwinds for portfolios with traditional fixed-income securities. Convertible securities can potentially diversify asset allocations beyond bonds and stocks.

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Investment Ideas | Calamos Investments

Investors May Be Misjudging Prospects for Fixed Income and Equities in 2017

How Calamos’ investment managers size up the prospects for fixed income and equities in 2017.

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Investment Ideas | Calamos Investments

Using Long/Short to Embrace Risk: Learn More at December 1 Webcast

Financial advisors, don’t miss this opportunity to learn about embracing risk with long/short investing—and how to use it to your clients’ advantage.

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Investment Ideas | Calamos Investments

Emerging Markets Webcast Available On-demand

Here’s the on-demand presentation of the “Managing the Risks of Emerging Markets with a Broader Opportunity Set” webcast.

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Investment Ideas | Calamos Investments

Seeking to Absorb Market Shocks, Recover and Keep on Growing?

Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.

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Investment Ideas | Calamos Investments

Emerging Markets Webcast Set for October 18

Calamos Co-CIO Nick Niziolek will explain how we seek to capture the growth potential of emerging market equities while managing volatility, and how to identify the most compelling opportunities.

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Investment Ideas | Calamos Investments

We Could Be Heading Toward a Confidence Rally

“Positioning for the Late Stages of the Bull Market: 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.

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Investment Ideas | Calamos Investments

‘Tis the Season: Your Guide to Navigating This Fall’s Market Volatility

Seasonal spikes in market volatility can shake investor confidence. The charts, analyses and commentary in this guide can help advisors and clients see the opportunity in volatility.

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Investment Ideas | Calamos Investments

Don’t Let Presidential Politics Interfere with Your Clients’ Retirement Plans

This presidential election campaign season is filled with surprises—and that can be a challenge for investors. If there is one thing financial markets don’t do well with, it’s uncertainty.

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