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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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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The Lazy Bond Trade Is Over—But That’s Okay

Fixed Income Perspectives by Matt Freund, CFA
March 23, 2017

A 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.

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