Investment Commentary

Our investment team provides ideas and analysis of important investment concepts and topics. By sharing our thoughts on trends in the market place, changes in sectors, asset allocation ideas or events of the day we hope to better educate the investing public.

Positioning for the Late Stages of the Bull Market: 2017-2018 September, 2016

Michael Grant, Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund, shares his team’s views on why they see more optimistic storylines on the horizon and how macro considerations are influencing the fund’s positioning.

Tracking the Growth Catalysts in Emerging Markets September, 2016

Co-CIO Nick Niziolek explores the trends influencing emerging markets equities, including market fundamentals and secular growth themes.

Does This Emerging Market Rally Have Legs? August, 2016

Our Global Equity Team discusses a combination of conditions we see that could support EMs over the next year and beyond.

EM Bounce or Rally | Calamos Investments
EM Bounce or Rally? The Way Forward March, 2016

With the emerging markets rallying since late January, Nick Niziolek, CFA, Co-CIO provides an emerging markets update and discusses where the team is finding opportunities for our selective approach.

The Case for Strategic Convertible Allocations | Calamos Investments
The Case for Strategic Convertible Allocations February, 2016

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.

Fine- Tuning Exposure to Emerging Economies
Fine-Tuning Exposure to Emerging Economies March, 2016

We believe EMs offer tremendous long-term growth potential but selectivity is critical. Our approach is differentiated by our focus on revenue mapping and secular growth themes, as well as our opportunistic use of convertibles.

Identifying Global Growth Opportunities Through A Thematic Lens
Identifying Global Growth Opportunities Through a Thematic Lens March, 2016

Nick Niziolek and Dennis Cogan explain why an emphasis on secular themes is integral to our global growth investing approach.

Investor Insights | Calamos Investments
What Do Rising Interest Rates Mean for Your Asset Allocation? December, 2015

In this issue of “Investor Insights,” John P. Calamos, Sr. discusses the potential benefits of convertibles, growth equities and select alternative strategies.

Closed-End Fund Discounts: Is the Trend Reversing?
How Long Will the Unusually Good Values in Today’s CEF Market Last? October, 2015

Consistent with the general market sell off, Calamos CEFs offer unique values at current price points on both an absolute current and historical basis compared to their respect NAVs.

Calamos Evolving World Growth Fund  and the Power of “Small Ball”
Calamos Evolving World Growth Fund and the Power of “Small Ball” August, 2015

Calamos Evolving World Growth Fund has delivered compelling results with a risk-managed, “small ball” approach to investing in emerging market equities, explains Portfolio Specialist Todd Speed.

International Growth Fund Paper | Calamos Investments
Case for International Growth over Value Remains Strong May, 2015

At Calamos, we believe investors should favor growth over value, given fundamentals, valuations and secular opportunities.

Asset Allocation | Calamos Investments
Managing Short-Term Uncertainties with a Proactive Approach March, 2015

John P. Calamos, Sr. discusses asset allocation considerations in the current environment, including strategies to potentially mitigate the impact of an eventual rise in interest rates.

Calamos Global Insights- February 2015
Global Insights February, 2015

Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.

Alternatives 101 | Calamos Investments
Alternatives 101: Tools for Enhancing Asset Allocation February, 2015

This brochure provides an introduction to Alternative Investments, and explores that many types of alternative funds. Learn how an alternative allocation may potentially enhance a portfolio’s diversification and decrease exposure to market volatility.

Calamos Evolving World Growth Fund Toolkit Whitepaper
Understanding Emerging Market Indices October, 2014

At Calamos, we believe emerging markets exposure should be a core component of most portfolios seeking long-term growth. The differences among EM indices drive emerging market exposures for investors in surprising ways.

Perspectives on Credit Quality and Convertibles August, 2014

Co-Portfolio Manager Eli Pars discusses how the merits of an unconstrained quality approach may be especially pronounced in the current environment. He explains why strategies that are not confined to investment-grade issues offer enhanced opportunities to pursue a broader range of opportunity and to mitigate risk over full market cycles.

Enhancing LDI Strategies with Convertibles September, 2014

Eli Pars, CFA, co-portfolio manager, discusses the growing role of LDI strategies in pension schemes and how convertibles may address some of the inherent trade-offs of LDI strategies.

As the Taper Begins, What’s Next for Asset Allocation? March, 2014

John P. Calamos, Sr. assesses the opportunities in the global markets and the implications of macro factors on asset allocation. He discusses the Calamos framework for asset allocation built around the use of core strategies.

The Emerging Markets Growth Story: Evolving But Intact February, 2014

Co-Portfolio Manager Nick Niziolek discusses some of the misperceptions that may be influencing investor sentiment about the EMs, where the Calamos team is identifying long-term opportunities, and why he believes active management will be especially important in this environment.

Calamos High Yield Investment Process
Calamos High Yield Investment Process February, 2014

Credit research has been an integral part of the Calamos investment process since the 1970s. Jeremy Hughes, CFA, SVP and Co-Portfolio Manager provides an overview of the Calamos high yield investment process—a comprehensive, disciplined process driven by fundamental research.

Global Long/Short Team Macro Perspectives
June, 2016 Michael Grant, SVP, Senior Co-Portfolio Manager, discusses the Calamos Global Long/Short Team U.S. and global macroeconomic perspectives. Key topics include geopolitics, dollar strength, interest rates and fiscal and monetary policy uncertainties. Video recorded June 29, 2016.
Speak with a Calamos Investment Consultant at 888-571-2567