We believe data will be a strategic resource in the next stage of global industrialization. Our recent research trip to China enhanced our perspective on secular growth opportunities related to the data revolution and AI.
Read PostThe 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.
Read PostNick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.
Read PostCo-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 PostConvertible securities may be less well known than stocks and bonds, but they offer many potential benefits. Global Chief Investment Officer John P. Calamos, Sr. explains why he believes the case for actively managed convertibles is especially strong today.
Read PostSuccessful 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 PostGlobal 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 PostIn a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
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.
Read Post