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The Calamos Blog

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

5 Reasons to Consider Convertible Securities

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. explains why the case is strong for convertible securities in an environment characterized by economic growth, rising interest rates and geopolitical uncertainty.

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Investment Team Voices | Calamos Investments
David O'Donohue  | Calamos Investments

Managing Volatility-Aided Strategies in a Low Volatility Environment

Alternative Team Perspectives by David O’Donohue

While a lack of volatility may be comforting for many investors, volatility can play an important role in the management of some hedged strategies. David O’Donohue discusses index volatility versus individual stock volatility, and how our team navigates different volatility environments.

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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
Nick Niziolek | Calamos Investments

India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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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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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India Selloff Suggests Market Is Misreading Long-Term Opportunity

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

Co-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.

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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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