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.

Read Post

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.

Read Post

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.

Read Post

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.

Read Post

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.

Read Post

Thoughts on the Market In Light of Election Results

Global Long/Short Team Perspectives by Michael Grant
November 9, 2016

Populism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.

Read Post