The Calamos Blog

The Game is Changing

John McClenahan

John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.

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If Henry Ford Could See Us Now

Stephen Roseman

Stephen Roseman, consumer sector head, discusses how Calamos team identifies compelling prospects in the auto industry.

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When Stocks Behave Like Bonds

Gary Black

Global Co-CIO Gary Black shares his perspective on recent stock market volatility and explains why he believes high-momentum stocks have come under the most pressure.

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Convertible Investments for a Cloudy Day

Steve Klouda

In "Convertible Investments for a Cloudy Day," Steve Klouda explains how the Calamos team uses convertibles to participate in more volatile industries, with potentially less downside volatility.

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Emerging Markets Should Fire Their PR Firms

Nick Niziolek

Nick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.

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How Do You Know It’s a Stock Picker’s Market?

John McClenahan

Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.

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When Volatility is Your Friend

Jeff Miller

Co-Portfolio Manager Jeff Miller explains how the Calamos Value Team can incorporate options within its opportunistic value strategy.

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Cocos: An Overview of the Anti-Convertible Bond

Eli Pars

Contingent convertible bonds, or cocos, have been getting more global press. But with risk/reward profiles that are the opposite of what Calamos seeks from traditional convertibles, the investment team is steering clear, explains Co-Portfolio Manager Eli Pars.

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Indonesia: First In Line to Break Away from the Fragile Five?

Nick Niziolek

Co-Portfolio Manager Nick Niziolek, CFA, discusses encouraging economic data in Indonesia and potential near-term catalysts for the country.

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U.S. Equities: Cheap Relative to Bonds and Inflation

Gary Black

Global Co-CIO Gary Black speaks to the attractive valuations in the U.S. equity market.

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