The Calamos Blog

CoCos Are a No-Go for Calamos

Eli Pars, CFA

Amid market turmoil, contingent convertible bonds (CoCos) have become the subject of negative press. Co-CIO Eli Pars discusses our standing concerns with what he considers “the anti-convertible bond.”

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Why I Believe Staying in the Market Makes Good Sense

John P. Calamos, Sr.

John P. Calamos, Sr. discusses the risks of trying to time volatile markets.

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Mexico vs Brazil: A Tale of EM Have and Have-Nots

Nick Niziolek

Co-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.

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A Low Volatility Portfolio Should Include More Than Low Volatility Stocks

John McClenahan, CPA, CFA

Not all low volatility approaches are created equal, with some approaches exposed to unintended risks, explains John McClenahan.

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Gamma Trading: Why Big Market Swings Can Be Good News

Jason Hill, SVP and David O’Donohue, VP

Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

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Investing Through Volatility: Finding Opportunities in a Slow-Growth Environment

John P. Calamos, Sr.

As growing political uncertainties and employment data add to market volatility, John Calamos, Sr. discusses some of the more compelling areas of the U.S. market.

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Green Shoots in China?

Nick Niziolek

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

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Staying Level-Headed in the Face of Fed Uncertainty

John P. Calamos, Sr.

John Calamos Sr. speaks to the opportunities the Calamos investment team sees in the U.S. equity and convertible markets.

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Treasure in the Junkyard?

Jeremy Hughes

Co-Portfolio Manager Jeremy Hughes explains why high yield is becoming increasingly attractive.

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