The Calamos Blog

Post-Election Perspectives

John P. Calamos, Sr.

Now that midterm elections are over, there’s one less uncertainty for investors. Historically, markets have advanced after midterms, but investors should still be ready for volatility.

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When Volatility Surges, Stay Long Term

John P. Calamos, Sr.

Pullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.

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Avoiding the (Yield) Curve Ball

Fixed Income Perspectives by Matt Freund, CFA

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.

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

John P. Calamos, Sr.

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.

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Trade Policy Is Not the Only Piece in the Puzzle

John P. Calamos, Sr.

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.

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

John P. Calamos, Sr.

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.

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Asset Allocation Amid “Record Breaking” Noise

John P. Calamos, Sr.

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.

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Whether Vol is High or Low, Gamma Trading Can Exploit Opportunity

Alternative Team Perspectives by Jason Hill

Volatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.

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Why the Bull Market Can Continue

John P. Calamos, Sr.

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

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How to Respond to Market Volatility

John P. Calamos, Sr.

As volatility returns to the stock market, many investors are feeling unsettled and maybe even panicked. Drawing on more than 40 years of experience in the markets, John P. Calamos, Sr. discusses the importance of a long-term approach.

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