Blogs

Investment Ideas

Investment Team Voices

  • April 8, 2021

    The first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

  • April 9, 2021

    Co-CIO Nick Niziolek, CFA, explains why the Calamos Global Team is not expecting a repeat of the 2013 Taper Tantrum once the Federal Reserve does begin removing monetary stimulus. He discusses how changed Fed policy, improved emerging market fundamentals and a strong growth outlook put emerging markets on a far better footing today.

  • March 19, 2021

    After years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.

  • March 4, 2021

    We are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.

  • March 3, 2021

    The global shift to a “green society” is fueling an array of long-term growth drivers and investment opportunities including in green hydrogen, where the Calamos Global team sees a long runway for growth.