2018

The Underappreciated Swap Curve: A Closer Look

Fixed Income Perspectives by Christian Brobst
December 4, 2018

Over recent days, U.S. interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.

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Post-Election Perspectives

John P. Calamos, Sr.
November 13, 2018

Now that midterm elections are over, there’s one less uncertainty for investors. Historically, markets have advanced after midterms, but investors should still be ready for volatility.

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When Volatility Surges, Stay Long Term

John P. Calamos, Sr.
October 12, 2018

Pullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.

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Short-Term High Yield: The Road Less Traveled

Fixed Income Perspectives by Christian Brobst
September 27, 2018

The short-duration high yield market may be an overlooked corner of the market, but the Calamos Fixed Income team sees it as an excellent hunting ground for alpha opportunities.

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Avoiding the (Yield) Curve Ball

Fixed Income Perspectives by Matt Freund, CFA
July 12, 2018

Co-CIO Matt Freund discusses yield curves and the economy, including why an inverted yield curve isn’t a reason to re-write the fundamental principles of long-term investing.

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Convertible Securities: Reason for Optimism in 2H 2018 and Beyond

John P. Calamos, Sr.
July 11, 2018

Convertible securities may be less well known than stocks and bonds, but they offer many potential benefits. Global Chief Investment Officer John P. Calamos, Sr. explains why he believes the case for actively managed convertibles is especially strong today.

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Trade Policy Is Not the Only Piece in the Puzzle

John P. Calamos, Sr.
July 2, 2018

Successful investing is about looking at how all the underlying data comes together. Tax reform and de-regulation provide a wind in the sails for businesses, and by extension, the business cycle and bull market.

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Is the Clock Ticking on U.S. Economic Expansion?

John P. Calamos, Sr.
June 27, 2018

Global Chief Investment Officer John P. Calamos, Sr. explains why this current economic expansion can continue. He also discusses the benefits of active management and the investment opportunities he sees in an environment of rising interest rates and increased stock market volatility.

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