Investment Ideas

Why The Economist Calls Convertibles ‘the Asset Class for the Times’

July 19, 2021

Converts were “almost tailor-made for the circumstances of spring 2020,” and it’s easy to “imagine future economic dislocations on the horizon,” according to The Economist on July 10. The coverage focuses on convertible bonds as a “flexible source of capital,” offering advantages over straight debt or equity for both issuers and investors.

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Why We Believe Overseas Markets Can Lead

Nick Niziolek
April 20, 2021

The Calamos Global Equity Team shares its perspective on the U.S. dollar, global interest rates, emerging markets, Europe, Japan, India, China and other key issues that shape the positioning of the Calamos Global Suite.

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March 10 Webcast to Make the Case of Increasing Clients’ Exposure to Emerging Markets

February 24, 2021

Investment professionals, join us to hear how our panel , headlined by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. , sizes up today's emerging markets opportunity. We'll discuss secular growth themes (monetary and fiscal stimulus, China’s global leadership, growth and inflation expectations, the weaker dollar, and strengthening liquidity), and the Calamos’ take on several thematic tailwinds (airlines, EM technology, copper, ESG, and the global payments ecosystem).

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