Investment Ideas

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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Volatility Is Our Specialty, 2020 Confirms

Brandon M. Nelson, Eli Pars, Jason Hill, John Hillenbrand, Michael Grant
December 14, 2020

We revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.

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Our Guide to Maximizing the Opportunity in Convertible Securities

John P. Calamos, Sr.
October 26, 2020

Our new guide provides a brief overview of Calamos’ history in the asset class, how convertibles can be used in strategic asset allocation, and the attractive conditions we see in the market today. Included is an overview of the Calamos funds that use convertible securities in varied ways to achieve compelling short and long-term performance.

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Positioned for the Global Synchronized Recovery

October 13, 2020

Despite the uncertainty of the U.S. election and Covid-19, the Calamos global equity team believes there is considerable upside investment potential for active managers. In “Sustained Tailwinds for Global Risk Assets,” they share their outlook on the global markets and the implications for portfolio positioning.

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