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