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.
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. 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. Growth of the Global Middle Class, July 2012 July, 2012 A burgeoning global middle class should lead to a new generation of companies that will rise to meet the demands of the growing consumer base, creating investment opportunities in the process. 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. The Opportunity in Growth Equities March, 2011 Growth equity valuations reflect substantial investor pessimism. In our opinion, growth companies are attractively valued relative to past valuations, future growth potential, and other assets such as corporate bonds. 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.