Scott Becker, CFA, SVP and Head of Portfolio Specialists, discusses concerns about the valuations of low-to-no-growth “safety stocks” amid recent data that suggests expectations have been too high.
Read PostCo-CIO Eli Pars examines default trends in the convertible bond market and discusses some differences between convertibles and high yield bonds.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
Read PostSenior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.
Read PostFirsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.
Read PostCo-Portfolio Manager Eli Pars, CFA, discusses issuance trends in the convertible marketplace. He also speaks to the potential advantages of investing in convertibles with a range of credit qualities.
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