Thematic Perspectives

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 communicate with institutional investors.

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.

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.

Volatility and the Need for Active Management Sales Idea
Volatility and the Need for Active Management June, 2015

While market volatility is near historic lows, we are in a longer term pattern of increased volatility, which further emphasizes the need for an actively managed, lower-volatility solution. Learn more about our current outlook on volatility and the role of active management.

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.

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.

The Case for Strategic Convertible Allocations December, 2014

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.

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.

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 February, 2014

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

Nick Niziolek on Bloomberg Radio
February, 2015 In an interview on Bloomberg Radio’s “Bloomberg Surveillance” program, Co-PM Nick Niziolek provides the firm’s thoughts on global markets, including insights about potential opportunities in Japan and Europe, as well as how convertibles may be helpful in volatile markets.
John P. Calamos, Sr. on Fox Business
October, 2015

In a live interview with Maria Bartiromo, John Calamos, Sr. discusses the current volatile market environment and the use of convertible bonds as a hedge against raising interest rates.

CEO and Global Co-CIO John Calamos, Sr. on CNBC
August, 2015

John P. Calamos, Sr. discusses the Fed and how investors can differentiate given the recent volatility in markets.