Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

Read Post
Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Where Has All the Debt Gone?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.

Read Post
Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Watching Stock Prices Is Not Always the Best Way to Assess the U.S. Economy

Global Long/Short Team Perspectives by Michael Grant

Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.

Read Post
Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Another Bear Market Rally or the Start of the Next Bull?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.

Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Field Notes: Japan

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Mexico vs Brazil: A Tale of EM Have and Have-Nots

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.

Read Post
Investment Team Voices | Calamos Investments
Jason Hill | Calamos Investments

Gamma Trading: Why Big Market Swings Can Be Good News

Jason Hill, SVP and David O’Donohue, VP

Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.

Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Green Shoots in China?

Nick Niziolek

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

Read Post
Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Why Rising Interest Rates Aren’t Necessarily a Harbinger of Trouble for EMs

Nick Niziolek and Todd Speed

Fiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.

Read Post

Speak with a Calamos Investment Consultant at 888-571-2567