The Calamos Blog

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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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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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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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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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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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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