Calamos Investments - Investment Commentary

INVESTMENT COMMENTARY
Our investment team provides ideas and analysis of important investment concepts and topics. By sharing our thoughts on trends in the market place, changes in sectors, asset allocation ideas or events of the day we hope to better educate the investing public.
Accessing Global Growth February 29, 2012 In an article for President & CEO magazine, John P. Calamos, Sr., writes that that the most compelling growth opportunities in the world are in emerging markets. With that in mind, he adds that investors should view emerging markets as long-term, core holdings rather than short-term, tactical plays.
Finding Global Growth Opportunities January 31, 2012 In our Investor Insights newsletter, we explore the growth opportunities we see in global economy, the importance of long-term focus, and an innovative approach to seeking income.
Pro-Active: Assessing the Value of Active Management September 7, 2011 The notion of getting what one pays for is one of the defining aspects of consumer value, and the potential for creating added value for the investor lies at the heart of an active investing philosophy. But what does "active management" really mean – both in practice and in the bottom line? Active share may tell the tale.
International Growth Allocation paper April 20, 2011 We believe a changing global regime will result in a redistribution of wealth toward developing nations. It appears investors’ allocations have shifted toward international stocks, international small caps and emerging markets. However, investors have not taken as quickly to international growth.
Low-Volatility Equity Funds: Crafting an Asset Allocation Core April 20, 2011 John P. Calamos, Sr. discusses our approach to low-volatility equity funds and how they can be positioned in an investor’s asset allocation.
Convertibles and Rising Interest Rates April 11, 2011 In the coming years, the potential exists for rising interest rates in conjunction with an improving economy or rising inflation. That possibility raises questions for convertible securities, hybrids with characteristics of both bonds and stocks.
Convertibles and Inflation Commentary April 11, 2011 Government stimulus plans have led to fears of high inflation, which often coincides with higher interest rates and an unfavorable bond market. Convertible bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities.
Signs of Life in Health Care Technology October 1, 2010 Suppliers of health care will face increasing pressure to make their services and products more affordable.
Cloud Computing: The Next Wave of Innovation May 1, 2010 Calamos senior strategy analyst Joe Wysocki, CFA, discusses the importance of cloud computing for everyday users and how Calamos approaches this new trend as a potential investment. Calamos is focused on understanding the impact of cloud computing on new and existing businesses to identify winners and losers.
Convertibles for Long-Term, Low-Volatility Strategic Allocation May 6, 2010 Convertible securities historically provide investors a more defensive way to participate in equity markets. They have demonstrated their merits over full and multiple market cycles. Because of this, we believe investors are best served thinking of convertibles as long-term strategic allocations, rather than shorter-term tactical investments.
FEATURED MULTIMEDIA
JPC on CNBC from the NYSE - Optimism in the Current Market
March 7, 2012 John P. Calamos, Sr. explains why he believes there may be opportunities in the market.
JPC on CNBC from the NYSE - Current Opportunities for Investors
March 7, 2012 John P. Calamos, Sr. discusses where he sees current opportunities for investors.