Investment Ideas

WATCH: Our Opportunistic Approach to Fixed Income

Matt Freund, Christian Brobst
August 23, 2022

Our latest PM video series offers commentary on short duration as a target-rich environment, our use of high yield in Calamos Short-Term Bond Fund (CTSIX), and how misunderstandings about bond ratings can lead to market inefficiencies.

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Breaking Up with TINA

Matt Freund, Christian Brobst
May 24, 2022

There is no alternative to equities. That was thinking that prevailed for years, but now it’s time to re-engage with fixed income. Move over, TINA, and make room for CINDY (Credit Is Now Delivering Yield).

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

Charles E. Carmody, Christian Brobst, Matt Freund
January 29, 2021

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.

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Yield Curve Control and What It Could Mean for Clients

Christian Brobst
August 26, 2020

The Fed’s ongoing consideration of YCC is relevant, says Christian Brobst, Calamos Vice President and Associate Portfolio Manager, for the two significant risks it could introduce: the potential for increased inflation and the need to unwind the policy at some point.

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

Charles E. Carmody, Christian Brobst
September 18, 2019

Noting global weakness, muted inflation and the impact of trade policy on the economy, the Federal Open Market Committee today cut rates by 25 basis points. The move was widely expected but there was some additional news in the official announcement and press conference that followed, as you’ll hear in our FOMC update with Charles Carmody,...

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