Insights

Calamos Investment Team Outlooks, January 2023

January 04, 2023

The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.

CMNIX: Compelling Diversification Benefits within a Fixed Income Allocation

December 27, 2022

We believe CMNIX can make a compelling contribution to an asset allocation, supported by its historically attractive correlative benefits and strong return profile.

Calamos Global and International Update: Reasons for Optimism in 2023

December 22, 2022

The Calamos Global Team explains why 2023 could begin a multiyear cycle of non-US market outperformance, led by the emerging markets.

2023: Slowing Growth, But Not Recession

December 20, 2022

Barring new shocks, the path ahead need not be as dark as frequently painted, according to Michael Grant, Co-CIO and Senior Co-Portfolio Manager. He also discusses how Calamos Phineus Long/Short Fund is positioned to take advantage of his outlook.

Calamos Investment Team Outlooks, October 2022

October 05, 2022

Despite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

Convertible Securities: Market Review and Outlook

July 29, 2022

Over recent months economic and market conditions have created an unusual backdrop for all risk assets, convertibles included. To help address investors’ questions about why the convertible market has behaved the way it has this year, we share our midyear assessment.

Calamos Investment Team Outlooks, July 2022

July 08, 2022

At Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

April 13, 2022

During the first quarter, surging volatility and vicious rotations battered the markets. These next months will test the resolve of investors, but our teams continue to see long-term opportunities for active, risk-aware approaches. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

ESG Perspectives, April 2022

April 12, 2022

In “Mining Industry Opportunities Emerge as Demand Grows for Essential Minerals for Decarbonization,” Beth Williamson discusses how the Calamos Sustainable Equities Team is investing in companies that are benefiting from the mining industry’s efforts to position itself for a more sustainable future.

Global Convertible Market Update: Portfolio Manager Q&A

April 04, 2022

Senior co-portfolio managers Eli Pars and Joe Wysocki discuss the diverse opportunities in the global convertible market. They explain how convertible securities can provide tailwinds to help investors counter the headwinds of rising rates and equity market volatility.

Calamos Investment Team Outlooks, January 2022

January 20, 2022

Stickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

The Investment Case for Corporate Diversity

December 08, 2021

Studies have shown that companies with more diverse management teams and boards are more likely to outperform their less diverse counterparts, explains Beth Williamson, Head of Sustainable Equity Team Research. For more than 20 years, the Calamos Sustainable Equity Team has recognized that diverse companies can produce higher financial returns and have lower risk.

Convertible Securities Offer Many Benefits, Including as a Hedge Against Higher Interest Rates and Inflation

November 23, 2021

For more than 50 years, John P. Calamos, Sr. has helped investors manage the risks that difficult markets and challenging economic environments present. In this paper, he discusses how actively managed convertible securities can provide an array of benefits for the long-term investor. In addition to providing lower-volatility stock market participation, convertibles can be used as a hedge against rising inflation and long-term interest rates.

The Case for Strategic Convertible Allocations

November 23, 2021

John P. Calamos, Sr. and Eli Pars discuss the role of convertible securities within portfolios, the value of active management, and encouraging global trends within the convertible market.

ESG Investing in China: The Calamos Sustainable Equity Team Approach

October 25, 2021

China’s ESG initiatives include many that are in line with those of the West and others that are unique to China. Chinese companies that understand the importance of ESG risks and opportunities can take advantage of “first-mover” competitive advantages, explains Co-Portfolio Manager Tony Tursich.

Environmental Investing: Risk and Opportunity

September 29, 2021

Drawing on nearly 25 years of ESG investing experience, Anthony Tursich discusses the philosophy of the Calamos Sustainable Equities Team and explains why environmental considerations are so important for understanding investment risk and opportunities.

Convertible Securities: Structures, Valuation, Market Environment, and Asset Allocation

June 30, 2021

A comprehensive overview of convertible securities, including history, structures, valuation, market environment, and roles within asset allocation.