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Investment Ideas

FOMC Update 5-1-19: Fed More Upbeat on Growth

Hear our Fixed Income team weigh in on Fed comments from the May 1 FOMC meeting, featuring Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager.

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The Credit Market Is Sending Mixed Signals

A recession isn’t imminent, but some measures in credit markets point to building pressure in the economy. Calamos Vice President and Associate Portfolio Manager Christian Brobst discusses credit conditions and the mixed signals our fixed income team sees today.

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FOMC Update 3-20-19: Our Take on Today’s Fed Comments

Matt Freund, CFA, Co-CIO and Head of Fixed Income Strategies at Calamos discusses recent FOMC comments and their implications for Fed policy, interest rates, markets and the economy.

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FOMC Update 1-30-19: Our Take on Today’s Fed Comments

Matt Freund, CFA, Co-CIO and Head of Fixed Income Strategies at Calamos discusses recent FOMC comments and their implications for Fed policy, interest rates, markets and the economy.

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Introducing Calamos Short-Term Bond Fund: Seeking Current Income and Lower Volatility

Introducing the Calamos Short-Term Bond Fund (CSTIX). Its value-driven, bond-by-bond investment approach is focused on being well compensated for the risks taken. The fund seeks high current income and preservation of principal.

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The Value We’re Finding in Bank Loans

Bank loan coupon income may benefit portfolios as additional Fed hikes work into the system.

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Inflation Measures Are Sending Conflicting Signals

Two inflation measures—Personal Consumption Expenditures Core Price Index (PCE) and the Underlying Inflation Gauge (UIG)—are at odds.

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The Link Between Bond Prices and Stock Prices

If inflation returns, lower bond prices (higher yields) could signal lower stock prices.

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What Does the Pick-up in Interest Rate Volatility Mean for Fixed Income Investors?

When interest rate volatility spikes, agile active managers who are constantly engaged with the market are well positioned to take advantage.

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Portfolio Manager Video Q&As Answer Market, Investment Questions

Portfolio manager videos provide answers to commonly asked questions.

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