For John P. Calamos, Sr., the recent market downturn is reminiscent of conditions in 1987. He explains why conditions point to a V-shaped recovery and why he believes convertible securities are extremely compelling.
Read PostNick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.
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 PostWhy our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.
Read PostJohn P. Calamos, Sr. reflects on our firm’s history in liquid alternatives in a note of thanks to our clients. All of us at Calamos Investments recognize that investors and their financial advisors have many choices about where to invest, and we are honored that our capabilities have been chosen so frequently.
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 PostThe Fed caught markets off guard with a surprise short-term rate cut. While the Fed intended to lessen market worries, the immediate-term effect has been the opposite. Has the Fed done more harm than good, and what should investors do next? We see a market environment that will favor active, non-traditional approaches.
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 PostFrom a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.
Read PostThis is an environment where investors are well served by enhanced diversification into asset classes that play at the edges of traditional style boxes. The preferred securities market offers many opportunities for risk-conscious investors seeking income and the potential for total return.
Read Post