Investment Ideas

Fixed Income PMs on Positioning for a Generational Shift: High (But Moderating) Inflation

The Fed’s rhetoric is at its peak but “when push comes to shove, the Fed is going to err on the side of moderation. “They’ve got a lot of work to do before we have to worry about whether they are going to be raising rates five, six or seven times in a row,” says our Fixed Income team.

Question Marks on the Horizon but No Worries: Calamos Fixed Income Team Is Positive, Always Selective

Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Charles E. Carmody, CFA, Vice President, Co-Portfolio Manager and Senior Fixed Income Trader, and Christian Brobst, Vice President and Associate Portfolio Manager, on today’s opportunities, providing sufficient compensation for the risk to be taken.

FOMC Update 12-11-19: Fed Stands Ready to Smooth Money Markets Through Year-End

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting of December 11, 2019.

FOMC Update 10-30-19: Fed’s 25-bp Cut Aligns with Market Expectations

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting on October 30, 2019.

FOMC Update 9-18-19: Another Interest Rate Cut and Heightened Attention to the Repo Market

FOMC Update 7-31-19: Fed ‘Does the Right Thing’ By Cutting Rates

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, discuss the impact of Fed comments related to the July 31 FOMC meeting.

FOMC Update 6-19-19: Fed Delivers on Market Expectations

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed comments related to the June 19 FOMC meeting.

FOMC Update 5-1-19: Fed More Upbeat on Growth

Hear our Fixed Income team weigh in on Fed comments from the May 1 FOMC meeting, featuring Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager.