Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.
Read PostGlobal Chief Investment Officer John P. Calamos, Sr. explains why the case is strong for convertible securities.
Read PostGlobal Chief Investment Officer John P. Calamos, Sr. explains why convertible securities offer a wide range of potential benefits, thanks to their combination of stock and bond attributes.
Read PostAfter the Punch Bowl, Can There Still Be Life in the Party?
Read PostGlobal Chief Investment Officer John P. Calamos, Sr. explains why the case is strong for convertible securities.
Read PostWhile a lack of volatility may be comforting for many investors, volatility can play an important role in the management of some hedged strategies. David O’Donohue discusses index volatility versus individual stock volatility, and how our team navigates different volatility environments.
Read PostThe market is not buying into the Fed's bearish tone.
Read PostIndia is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.
Read PostA 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.
Read PostEli Pars discusses how convertible securities have performed as interest rates have risen and explains why the remainder of 2017 is setting up to be a good year for the asset class.
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