February CIO Call Series Replays Now Available
February 24, 2022
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
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Investment Ideas
Fixed Income PMs on Positioning for a Generational Shift: High (But Moderating) Inflation
Matt Freund, Charles E. Carmody, Christian Brobst
February 22, 2022
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.
Read PostSorting Out the ‘New New Normal:' Freund on Growth, Inflation, Rates and The Positive Climate for Risk Assets
Matt Freund
April 29, 2021
The 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 PostQuestion 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.
Read PostLooking for Income? Don’t Overlook Closed-end Fund CPZ
Robert F. Bush, Jr.
January 14, 2021
With wide investment parameters by design, Calamos Long/Short Equity & Dynamic Income Trust (CPZ) may invest and participate in a plethora of investments and strategies seeking to not only optimize the total return and income aspects of the portfolio, but also potentially mitigate market risk across the spectrum of its investible assets.
Read PostCalamos on the Markets: Announcing Our January CIO Conference Call Series
January 5, 2021
Investment professionals, join us for a January 2021 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.
Read PostCalamos Fixed Income Team Pursues a Bond-by-Bond Approach to ‘Getting Well Paid for Risk in All Circumstances’
Matt Freund
September 24, 2020
How 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 PostSaw-toothed Markets, Elevated Volatility and Leadership Rotation—Our View of the Opportunities Ahead
September 14, 2020
The Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostAnticipating a Choppy 4th Quarter: Calamos CIO Conference Call Series Resumes
September 11, 2020
"What do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including U.S. and international equities, liquid alternatives, and fixed income."
Read PostYield 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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