Investment Ideas

Investment Team Voices

  • April 30, 2019

    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.

  • February 20, 2019

    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.

  • February 6, 2019

    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.

  • December 4, 2018

    Over recent days, U.S. 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.

  • November 13, 2018

    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.