Investment Team Voices

As Long-Term Interest Rates Rise, Here’s What Investors Should Be Thinking About

John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer
March 19, 2021

After years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.

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The Convertible Trifecta

R. Scott Henderson
March 2, 2016

Credit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”

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