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.

Calamos Global Exchange May, 2013 In addition to acquiring investment acumen, many wealthy families wish to become knowledgeable about ways to use their affluence well, avoid potential risks, live meaningful lives, and guide the next generation to do the same. To help capture the wisdom and tools to do so, Calamos enjoys publishing the Calamos Global Exchange.
Morningstar Calamos International Growth Fund Analyst Review March, 2013 In this recent Morningstar analyst review, the Calamos International Growth Fund (CIGIX) was highlighted as an appealing holding. In this report, Morningstar supports their optimistic position to the process, performance and people behind our fund.
Fine-Tuning Exposure to Growth in Emerging Economies March, 2013 The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets.
Morningstar Nominees for Alternatives Fund Manager of the Year December, 2012 Morningstar Inc. has chosen the Calamos Market Neutral Income Fund Team as one of three nominees for its 2012 Morningstar Alternatives Fund Manager of the Year award in the U.S.
The Case for Strategic Convertible Allocations March, 2013 In this analysis of global convertible market opportunities, John P. Calamos, Sr. discusses the role of convertible securities within portfolios and encouraging global trends within the convertible market. He also explains why a growing economy provides a favorable environment for a widening pool of convertibles.
Calamos Global Exchange November, 2012 The fall issue of the Calamos Global Exchange covers topics including how investors should respond to election results, the global economy, family business ownership, and leading a healthy life amidst fame and fortune.
Kiplinger 2012 Mutual Funds Rankings October, 2012 The editors of Kiplinger’s Personal Finance magazine rank which funds the feel did the best and which are worth owning now. Calamos Growth Fund, Convertible Fund, and International Growth Fund all make the list.
Evolving Emerging Market Strategies October, 2012 "Evolving Emerging Market Strategies: A Tactical or Core Component of Asset Allocation?" John P. Calamos, Sr. explores the changing role of emerging markets (EMs) within the global economy, the implications for asset allocation and the firm's risk-managed approach to pursuing EM growth potential.
Morningstar Calamos Convertible Fund Analyst Review February, 2013 "Calamos Convertible remains in good hands" states Morningstar analyst in their recent review of Calamos Convertible Fund.
Growth Stocks Will Take Off October, 2012 John P. Calamos, Sr. discusses allocating for growth stocks with Bruce Kelly of InvestmentNews. John addresses the current market environment and his view on growth equities being undervalued. With that in mind, he adds that the inflation-reflation play is something investors really need to think about within their asset allocation.
Emerging Money Features Evolving World Growth Fund September, 2012 Marit Molin of Emerging Money highlights the Calamos Evolving World Growth Fund in his recent write up. The article reviews the fund’s performance, insights from John P. Calamos Sr. on emerging markets, and the fund’s risk managed approach.
Higher-Quality High Yield Asset Allocations September, 2012 Low interest rates globally and a flight to quality have driven down the yields of government bonds, while a muted economic recovery demands that income-oriented investors maintain caution about the highest yielding, most speculative credits.
Investing in Innovation: Growth Opportunities in Technology June, 2012 Sr. Strategy/Sector Analyst Steve Klouda explores investment opportunities in the technology sector. He also discusses how the Calamos investment team balances growth and risk considerations.
Calamos Global Exchange May, 2012 The Spring issue of our newly named Calamos Global Exchange focuses on multiple facets of opportunity and risk. The magazine includes articles of collective wisdom about asset allocation, risk mitigation, and leading a purposeful, healthy life amidst affluence. Calamos enjoys publishing the Calamos Global Exchange to provide educational and thought provoking content which we hope will stimulate, challenge and inspire.
Accessing Global Growth February, 2012 In an article for President & CEO magazine, John P. Calamos, Sr., writes that that the most compelling growth opportunities in the world are in emerging markets. With that in mind, he adds that investors should view emerging markets as long-term, core holdings rather than short-term, tactical plays.
Convertibles and Rising Interest Rates April, 2011 In the coming years, the potential exists for rising interest rates in conjunction with an improving economy or rising inflation. That possibility raises questions for convertible securities, hybrids with characteristics of both bonds and stocks.
Convertibles and Inflation Commentary April, 2011 Government stimulus plans have led to fears of high inflation, which often coincides with higher interest rates and an unfavorable bond market. Convertible bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities.
International Growth Allocation paper January, 2012 We believe a changing global regime will result in a redistribution of wealth toward developing nations. It appears investors’ allocations have shifted toward international stocks, international small caps and emerging markets. However, investors have not taken as quickly to international growth.
Signs of Life in Health Care Technology October, 2010 Suppliers of health care will face increasing pressure to make their services and products more affordable.
Cloud Computing: The Next Wave of Innovation May, 2010 Calamos senior strategy analyst Joe Wysocki, CFA, discusses the importance of cloud computing for everyday users and how Calamos approaches this new trend as a potential investment. Calamos is focused on understanding the impact of cloud computing on new and existing businesses to identify winners and losers.
FEATURED MULTIMEDIA
John P. Calamos, Sr. on CNBC 4/30/13
April, 2013 John P. Calamos, Sr. explains his thoughts on the current market environment and the opportunity he sees in equities.
John P. Calamos, Sr. on CNBC 3/27/13
March, 2013 John P. Calamos, Sr. explains his thoughts on the current market environment and the opportunity he sees in equities.

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