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.

Easing Global Headwinds Point to Higher Equities in 2017 January 24, 2017

Michael Grant, Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund, discusses how populism, monetary policy, and a new U.S. presidential administration shape his team’s outlook for the global economy and markets. He also explains how the fund is positioned to capitalize on reflationary tailwinds.

Positioning for the Late Stages of the Bull Market: 2017-2018 September 27, 2016

Michael Grant, Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund, shares his team’s views on why they see more optimistic storylines on the horizon and how macro considerations are influencing the fund’s positioning.

Tracking the Growth Catalysts in Emerging Markets September 21, 2016

Co-CIO Nick Niziolek explores the trends influencing emerging markets equities, including market fundamentals and secular growth themes.

Does This Emerging Market Rally Have Legs? August 05, 2016

Our Global Equity Team discusses a combination of conditions we see that could support EMs over the next year and beyond.

EM Bounce or Rally | Calamos Investments
EM Bounce or Rally? The Way Forward March 26, 2016

With the emerging markets rallying since late January, Nick Niziolek, CFA, Co-CIO provides an emerging markets update and discusses where the team is finding opportunities for our selective approach.

The Case for Strategic Convertible Allocations | Calamos Investments
The Case for Strategic Convertible Allocations February 29, 2016

John P. Calamos, Sr. and Eli Pars discuss the role of convertible securities within portfolios, the value of active management, and encouraging global trends within the convertible market.

Fine- Tuning Exposure to Emerging Economies
Fine-Tuning Exposure to Emerging Economies March 10, 2016

We believe EMs offer tremendous long-term growth potential but selectivity is critical. Our approach is differentiated by our focus on revenue mapping and secular growth themes, as well as our opportunistic use of convertibles.

Identifying Global Growth Opportunities Through A Thematic Lens
Identifying Global Growth Opportunities Through a Thematic Lens March 14, 2016

Nick Niziolek and Dennis Cogan explain why an emphasis on secular themes is integral to our global growth investing approach.

Investor Insights | Calamos Investments
What Do Rising Interest Rates Mean for Your Asset Allocation? December 16, 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”
Calamos Evolving World Growth Fund and the Power of “Small Ball” August 18, 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 05, 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.

International Growth Fund Paper | Calamos Investments
Case for International Growth over Value Remains Strong May 26, 2015

At Calamos, we believe investors should favor growth over value, given fundamentals, valuations and secular opportunities.

Calamos Global Insights- February 2015
Global Insights February 11, 2015

Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.

Calamos Evolving World Growth Fund Toolkit Whitepaper
Understanding Emerging Market Indices October 28, 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 13, 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 19, 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 07, 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.