The Calamos Blog

Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

China’s Economy Is Taking Its Preventive Medicine

Global Equity Team Perspectives by Nick Niziolek, CFA

Nick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.

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Investment Team Voices | Calamos Investments
Matt Freund | Calamos Investments

Avoiding the (Yield) Curve Ball

Fixed Income Perspectives by Matt Freund, CFA

Co-CIO Matt Freund discusses yield curves and the economy, including why an inverted yield curve isn’t a reason to re-write the fundamental principles of long-term investing.

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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

Trade Policy Is Not the Only Piece in the Puzzle

John P. Calamos, Sr.

Successful investing is about looking at how all the underlying data comes together. Tax reform and de-regulation provide a wind in the sails for businesses, and by extension, the business cycle and bull market.

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

Is the Clock Ticking on U.S. Economic Expansion?

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. explains why this current economic expansion can continue. He also discusses the benefits of active management and the investment opportunities he sees in an environment of rising interest rates and increased stock market volatility.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Field Notes: Finding Growth “Under the Hood” in China

Global Team Perspectives by Nick Niziolek and Jay Stewart

In a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Rise of the Robots: An Investment Opportunity Centered on Japan

Global Equity Team Perspectives by Nick Niziolek and Paul Ryndak

Japan’s expertise in robotics highlights the benefits of a global approach to growth.

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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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