The Calamos Blog

Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

A Low Volatility Portfolio Should Include More Than Low Volatility Stocks

John McClenahan, CPA, CFA

Not all low volatility approaches are created equal, with some approaches exposed to unintended risks, explains John McClenahan.

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Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The Best Offense is a Good Defense?

John McClenahan, CPA, CFA

John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.

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Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The More Things Change, the More They Stay the Same

John McClenahan, CPA, CFA

John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.

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Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

The Game is Changing

John McClenahan

John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.

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Investment Team Voices | Calamos Investments
John McClenahan | Calamos Investments

How Do You Know It’s a Stock Picker’s Market?

John McClenahan

Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.

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