Investment Ideas

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

Charles E. Carmody, Christian Brobst
June 19, 2019

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.

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

Charles E. Carmody, Christian Brobst
May 1, 2019

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.

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The Credit Market Is Sending Mixed Signals

Christian Brobst
April 17, 2019

A recession isn’t imminent, but some measures in credit markets point to building pressure in the economy. Calamos Vice President and Associate Portfolio Manager Christian Brobst discusses credit conditions and the mixed signals our fixed income team sees today.

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