A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.
Read PostOver recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.
Read PostLast week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.
Read PostAfter 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.
Read PostJohn P. Calamos, Sr. encourages taking a long-term view in this challenging time. During this period of heightened uncertainty, it’s important to remember the historic resilience of the markets and the global economy. Drawing upon our decades of experience and our risk-management DNA, our teams are identifying opportunities where securities have been oversold, including in the convertible market.
Read PostCIHEX has demonstrated resilience consistently during market drawdowns, including the February selloff. We interviewed the fund’s investment team to learn more about how they’ve historically mitigated risk and pursued upside through a highly responsive, dynamic approach that contrasts with “set-it-and-forget-it” options-based funds.
Read PostDrawing on 50 years of investment industry experience, John P. Calamos, Sr. shares his perspective on how investors should respond to the current market uncertainty as well as ideas for long-term asset allocation.
Read PostThere’s nothing like a record-breaking day in the markets to make investors worry—either that they are missing out on gains others are getting or that they need to sell everything now. John P. Calamos, Sr. puts short-term moves into perspective and speaks to the benefits of diversification.
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