Investment Team Voices

Avoiding the (Yield) Curve Ball

Fixed Income Perspectives by Matt Freund, CFA
July 12, 2018

Co-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 Post

Convertible Securities: Reason for Optimism in 2H 2018 and Beyond

John P. Calamos, Sr.
July 11, 2018

Convertible 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 Post

Trade Policy Is Not the Only Piece in the Puzzle

John P. Calamos, Sr.
July 2, 2018

Successful 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 Post

Is the Clock Ticking on U.S. Economic Expansion?

John P. Calamos, Sr.
June 27, 2018

Global 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 Post

Asset Allocation Amid “Record Breaking” Noise

John P. Calamos, Sr.
March 28, 2018

There’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

Why the Bull Market Can Continue

John P. Calamos, Sr.
February 14, 2018

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

Read Post