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.

Read Post
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.

Read Post
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.

Read Post
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.

Read Post
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