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The Calamos Blog

Green Shoots in China

Global Perspectives by Nick Niziolek, CFA and Todd Speed, CFA

Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.

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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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How to Respond to Market Volatility

John P. Calamos, Sr.

As volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.

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The Underappreciated Swap Curve: A Closer Look

Fixed Income Perspectives by Christian Brobst

Over recent days, US interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.

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Post-Election Perspectives

John P. Calamos, Sr.

Now that midterm elections are over, there’s one less uncertainty for investors. Historically, markets have advanced after midterms, but investors should still be ready for volatility.

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When Volatility Surges, Stay Long Term

John P. Calamos, Sr.

Pullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.

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Field Notes: The Data Revolution and China’s Artificial Intelligence Strategy

Global Perspectives by Nick Niziolek, CFA

We believe data will be a strategic resource in the next stage of global industrialization. Our recent research trip to China enhanced our perspective on secular growth opportunities related to the data revolution and AI.

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Short-Term High Yield: The Road Less Traveled

Fixed Income Perspectives by Christian Brobst

The short-duration high yield market may be an overlooked corner of the market, but the Calamos Fixed Income team sees it as an excellent hunting ground for alpha opportunities.

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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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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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