The Calamos Blog

From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Convertible Securities: Reason for Optimism in 2H 2018 and Beyond

John P. Calamos, Sr.

Convertible securities may be less well known than stocks and bonds, but they offer many potential benefits. Global Chief Investment Officer John P. Calamos, Sr. explains why he believes the case for actively managed convertibles is especially strong today.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Asset Allocation Amid “Record Breaking” Noise

John P. Calamos, Sr.

There’s nothing like a record-breaking day in the markets to make investors worry—either that they are missing out on gains others are getting or that they need to sell everything now. John P. Calamos, Sr. puts short-term moves into perspective and speaks to the benefits of diversification.

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Investment Team Voices | Calamos Investments
Jason Hill | Calamos Investments

Whether Vol is High or Low, Gamma Trading Can Exploit Opportunity

Alternative Team Perspectives by Jason Hill

Volatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Why the Bull Market Can Continue

John P. Calamos, Sr.

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

How to Respond to Market Volatility

John P. Calamos, Sr.

As volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Driving a Convertible Allocation: Active Management Means You Can Put the Top Up

John P. Calamos, Sr.

Convertible securities can be an excellent choice for a strategic allocation. But achieving—and maintaining—the appropriate risk/reward characteristics requires active management.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Convertible Securities Provide Well-Priced Access to Growth

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. discusses convertible security valuations and the importance of active management.

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Investment Team Voices | Calamos Investments
Matt Freund | Calamos Investments

The Market Is Not Buying into the Fed’s Bearish Tone

Fixed Income Perspectives by Matt Freund, CFA The Fed outlined a surprising plan to reduce its balance sheet before it was done raising short-term rates. On the face of it, the Fed’s plans create headwinds for fixed income, but Matt Freund explains why it’s wrong to assume that a bear market in bonds is a foregone conclusion.Read Post
Investment Team Voices | Calamos Investments
Matt Freund | Calamos Investments

The Lazy Bond Trade Is Over—But That’s Okay

Fixed Income Perspectives by Matt Freund, CFA

A 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.

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Investment Team Voices | Calamos Investments
Eli Pars | Calamos Investments

Convertible Securities Demonstrate Continued Resilience to Rising Rates

Convertible Team Perspectives by Eli Pars, CFA

Eli Pars discusses how convertible securities have performed as interest rates have risen and explains why the remainder of 2017 is setting up to be a good year for the asset class.

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