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.
Read PostThere 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).
Read PostThe 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.
Read PostThe consensus may have it right about the near-term, says Calamos Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager Matt Freund. But the long-term trend is less clear.
Read PostMatt 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.
Read PostHow Co-CIO and Head of Fixed Income Strategies Matt Freund and team squares the economy, monetary policy and fiscal policy—while looking for relative value during a historic pandemic.
Read PostMatt Freund, CFA, Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager, weighs in on a range of topics including the inverted yield curve, negative rates and issues ahead for investors in government and corporate securities.
Read PostMatt Freund, CFA, Co-CIO and Head of Fixed Income Strategies at Calamos discusses recent FOMC comments and their implications for Fed policy, interest rates, markets and the economy.
Read PostCalamos’ risk-managed approach anticipates and plans for market volatility.
Read PostBrief videos present a fixed income update, including opportunities and risks, from Calamos Fixed Income Head Matt Freund.
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