The Calamos Blog

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.

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Investment Team Voices | Calamos Investments
Jason Hill | Calamos Investments

How We Navigated Election Night Turmoil

Alternative Team Perspectives by David O’Donohue

In our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.

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Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Thoughts on the Market In Light of Election Results

Global Long/Short Team Perspectives by Michael Grant

Michael Grant discusses positioning considerations given his view that recession risks are low and politics are underpinning an improving economic cycle.

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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.

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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.

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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.

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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.

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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.

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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.

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