Our Founder, John P. Calamos, Sr., reflects on our 45+ years of convertible experience. Read his feature to learn why Calamos has remained steadfast in our commitment to convertible investing, becoming the largest convertible securities manager in the US.
Read PostLooking forward, we are cautiously optimistic but see multiple positives and negatives pushing and pulling the market. Our overall focus remains on bottom-up company selection and actively managing risk/reward tradeoffs. We also favor innovative companies positioned to benefit from enduring secular themes.
Read PostThe combination of oil prices, Fed policy, and political uncertainty all make for a questionable growth outlook in 2024. Nonetheless, we will stick to our fundamental process and work to maintain the best risk/reward profile possible. And we expect a convertible issuance boost in 2024 as companies seek to refinance maturing debt.
Read PostWe’ve got a healthy degree of skepticism that the stock market can rip further from here. Nevertheless, we’re confident we can continue to find select opportunities for Calamos Global Convertible Fund, supported by bottom-up selection and encouraging issuance.
Read PostSecular trends, cyclical opportunities and broadening issuance are driving opportunities in convertible securities. While we are finding select opportunities to invest in issues with bond-like structures, Calamos Convertible Fund maintains an emphasis on balanced structures.
Read PostHow have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.
Read PostCo-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.
Read PostThe investment management team of Calamos Global Convertible Fund remains cautious and prepared for continued volatility. Co-CIO Eli Pars discusses the opportunities the investment team is finding, including in new investment-grade issues.
Read PostCalamos Convertible Fund continues to emphasize balanced convertibles that offer attractive levels of upside participation and potential downside risk mitigation. The team is also finding opportunities in convertibles with more pronounced bond characteristics.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
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