The Calamos Blog

The Opportunity in High Yield

Jeremy Hughes, CFA and Chris Langs, CFA

Co-Portfolio Managers Jeremy Hughes, CFA and Chris Langs, CFA explain the technical factors that fueled July’s high yield selloff. They discuss current asset class fundamentals, valuations, and where Calamos sees the most compelling prospects.

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Putin and the Fed Keep Giving Us Buying Opportunities

Gary Black

Global Co-CIO Gary Black discusses the situation in Ukraine and why he believes we remain in the middle innings of a secular bull market.

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Why Buybacks Matter

Gary Black

Global Co-CIO Gary Black discusses the recent surge in buyback activity and why he believes it will continue. He speaks to the value that can be added by correctly identifying companies that are implementing sound buyback strategies.

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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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¡Viva La Reforma!

Nick Niziolek

Nick Niziolek shares his constructive view on Mexico’s reforms and explains the value of using both top-down and bottom-up analysis to identify opportunities.

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