The Calamos Blog

From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Positioning for the Market’s Next Phase: Opportunity in Convertible Securities

John P. Calamos, Sr.

Global Chief Investment Officer John P. Calamos, Sr. summarizes some of our team’s current thinking. He also shares his perspective on investing in a rising interest rate environment.

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Investment Team Voices | Calamos Investments
Jason Hill | Calamos Investments

How We Navigated Election Night Turmoil

Alternative Team Perspectives by David O’Donohue

In our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.

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Investment Team Voices | Calamos Investments
Michael Grant | Calamos Investments

Thoughts on the Market In Light of Election Results

Global Long/Short Team Perspectives by Michael Grant

Michael Grant discusses positioning considerations given his view that recession risks are low and politics are underpinning an improving economic cycle.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Don’t Forget: The U.S. Market and Economy Are Resilient

John P. Calamos, Sr.

Donald Trump’s election has come as a surprise to many, but the market volatility we’ve seen is not unexpected. It’s important to remember that while markets haven’t been in this exact place before, they’ve navigated many unknowns to climb the wall of worry.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Indonesia: A Breadth of Reforms Provide Growth Tailwinds

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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Investment Team Voices | Calamos Investments
Scott Henderson | Calamos Investments

The Convertible Trifecta, Revisited

Convertible Perspectives by Scott Henderson, CFA

We see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.

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Investment Team Voices | Calamos Investments
Scott Becker | Calamos Investments

“Safety Stocks” Fall Short of Expectations

U.S. Growth Equity Team Perspectives by Scott Becker, CFA

Recent data supports our view that the expectations for many safety stocks and dividend stocks/bond surrogates have been too high.

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