Why Rising Interest Rates Aren’t Necessarily Bad for Stocks

Gary Black

Global Co-CIO Gary Black does the math to show why rising rates don’t have to impede stocks. However, one must be careful about what one pays for the highest growth names.

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Investing in China’s Expanding Universe of Opportunity While Maintaining a Risk-Managed Approach

Nick Niziolek

Senior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.

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Big Data, Nefarious Actors, and the Tech Investment Opportunity

Michael Roesler, CFA

The rise of big data has created new IT security challenges. Co-Portfolio Manager Michael Roesler, CFA, discusses the growth potential of companies focused on keeping big data safe.

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Forget Interest Rates Rising Anytime Soon

Gary Black

March’s jobs number gives the Fed more reason to hold off on raising short-term interest rates, according to Global Co-CIO Gary Black.

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Why Fed Patience on Rate Hikes Is Likely to Continue

John P. Calamos, Sr. and Gary Black

John P. Calamos, Sr. and Gary Black discuss how lackluster economic data and low inflation could influence the Fed’s timetable for raising short-term interest rates.

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Convertibles Address Multiple Investor Needs

John P. Calamos, Sr.

In his latest blog post, John P. Calamos discusses convertibles as an alternative to traditional fixed income investments.

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Japan at an Inflection Point

Nick Niziolek

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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Advice for Investing in Today’s Volatile Markets: 5 Points

John P. Calamos, Sr.

Afraid to be in the markets, but afraid to be out? John P. Calamos, Sr. discusses how to invest in this volatile environment and the potential of lower-volatility equity approaches.

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Stocks Likely to Tread Water Through Year End Before Moving Higher in 2015

Gary Black

Although falling oil prices signal global economic weakness, U.S. stocks are likely to move higher next year, according to Global Co-CIO Gary Black.

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A Long-Term View for China

Nick Niziolek

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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