Convertible security strategies can be an attractive choice for an asset allocation core because they lessen the need to make a timing call about the stock market, interest rates or economic recovery, explains John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments.
Read PostInvesting behind the drivers of disruption and beneficiaries of disruption while avoiding the losers is an important part of how we build the Calamos global and international portfolios. When we look across the vector of secular forces in place for the last decade, the gap has widened strikingly between winners and losers in the span of just a few months.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
Read PostInfrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.
Read PostConvertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.
Read PostMichael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Read PostCo-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.
Read PostSenior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.
Read PostCo-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.
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