The Lazy Bond Trade Is Over—But That’s Okay
A 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.
Read PostA 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.
Read PostEli Pars discusses how convertible securities have performed as interest rates have risen and explains why the remainder of 2017 is setting up to be a good year for the asset class.
Read PostCo-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.
Read PostJohn P. Calamos, Sr. shares his thoughts on changing market conditions and the role that convertible securities can play in responding.
Read PostIn our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.
Read PostMarket volatility should come as no surprise. However, as John P. Calamos, Sr. points out, it’s important to keep a long-term perspective and remember that the markets are tremendously resilient.
Read PostPopulism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.
Read PostThailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.
Read PostIndonesia’s reform initiatives are showing strong momentum and support diverse investment opportunities.
Read PostThailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.
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