The Calamos Blog

Is the Five-Year Assault on Bank Earnings Power Finally “Tapering”?

Christopher Mashia, CFA, U.S. Financials Sector Head

Christopher Mashia, U.S. Financials Sector Head, discusses the pressure points that have impeded the earnings power of large-cap banks since the onset of the financial crisis, and explains why Calamos believes these headwinds are likely to dissipate over the next few years.

Read Article

The Opportunity in High Yield

Jeremy Hughes, CFA and Chris Langs, CFA

Co-Portfolio Managers Jeremy Hughes, CFA and Chris Langs, CFA explain the technical factors that fueled July’s high yield selloff. They discuss current asset class fundamentals, valuations, and where Calamos sees the most compelling prospects.

Read Article

Putin and the Fed Keep Giving Us Buying Opportunities

Gary Black

Global Co-CIO Gary Black discusses the situation in Ukraine and why he believes we remain in the middle innings of a secular bull market.

Read Article

Why Buybacks Matter

Gary Black

Global Co-CIO Gary Black discusses the recent surge in buyback activity and why he believes it will continue. He speaks to the value that can be added by correctly identifying companies that are implementing sound buyback strategies.

Read Article