• 20 days ago

As international markets enjoy new tailwinds, investors may be missing out on a breadth of growth potential. Dennis Cogan and Sam Schutte discuss shifting market leadership, exciting thematic trend...

By Calamos Investments In Equities, Thematic / Megatrends, Macro

• 1 month ago

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.

By Calamos Investments In Industry, Portfolio Construction, Equities

• 2 months ago

“I'm always thinking about what market history can teach us,” says Founder and Global CIO John P. Calamos, Sr., who has invested through many corrections, crashes, and periods of economic uncertain...

By Calamos Investments In Portfolio Construction, Macro

• 5 months ago

Can markets rise in 2025 despite strong recent performance? We believe there is considerable upside for active and selective managers. One recent trend is increased attention to company fundamental...

By Calamos Investments In Portfolio Construction

• 8 months ago

We are at a critical juncture—the US economy is growing but slowing, we’re not done with inflation, and consumers and businesses are worried. Although investors welcome the easing cycle, many wonde...

By Calamos Investments In Portfolio Construction, Macro

• 11 months ago

In the second half of 2024, we are prepared for choppiness with the approach of the presidential election, the outcome of which could have far-reaching implications for the economy. We are confiden...

By Calamos Investments In Portfolio Construction, Macro

• 1 year ago

We see investors give greater attention to company-specifics and believe our teams are well-equipped to perform in an environment that favors individual security selection, discipline, and the insi...

By Calamos Investments In Thematic / Megatrends, Portfolio Construction, Sustainability

• 1 year ago

Entering 2024, our teams see many opportunities across asset classes but remain vigilant to risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.

By Calamos Investments In Portfolio Construction

• 1 year ago

As rising oil prices, soaring yields and seesawing markets test investors, our teams remain confident that there are many long-term opportunities across asset classes. With an introduction from Fou...

By Calamos Investments In Commodities, Portfolio Construction, Fixed Income