Matt 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 PostIntroducing the Calamos Short-Term Bond Fund (CSTIX). Its value-driven, bond-by-bond investment approach is focused on being well compensated for the risks taken. The fund seeks high current income and preservation of principal.
Read PostBank loan coupon income may benefit portfolios as additional Fed hikes work into the system.
Read PostTwo inflation measures—Personal Consumption Expenditures Core Price Index (PCE) and the Underlying Inflation Gauge (UIG)—are at odds.
Read PostIf inflation returns, lower bond prices (higher yields) could signal lower stock prices.
Read PostConvertible securities issuance is up in January, first-time issuers are participating and converts could benefit from tax law and M&A activity.
Read PostWhen interest rate volatility spikes, agile active managers who are constantly engaged with the market are well positioned to take advantage.
Read PostBrief videos present a fixed income update, including opportunities and risks, from Calamos Fixed Income Head Matt Freund.
Read PostDuration in investment grade bonds has not been this high since 1993, and duration in high yield credit has never been lower.
Read PostOur approach, including a wide opportunity set, to generate alpha for core fixed income allocations.
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