| Low-Volatility Equity Strategies: Crafting an Asset Allocation Core |
| July 16, 2010John P. Calamos, Sr. discusses the Calamos approach to low-volatility equity strategies and how they can be positioned in an investor’s asset allocation. We believe our historical results, particularly during difficult markets, demonstrate the potential benefits of using low-volatility equity strategies as a core equity allocation. |
| Market Perspectives: Finding Growth Opportunity in Volatile Markets |
| August 17, 2010In “Finding Growth Opportunity in Volatile Markets,” John P. Calamos, Sr. shares his perspective on the global economy and market sectors. He explains why he believes growth equities are especially compelling in the current environment. He also speaks to the potential benefits of low-volatility equity allocations. |
| Economic Review and Outlook, July 2010 |
| July 9, 2010John P. Calamos, Sr., and Nick P. Calamos discuss their “short-term bullish, longer-term scared” economic outlook. They explain why a case can be made for a bull or bear market over the next decade and the factors the Calamos investment team considers as they assess the global economy and its opportunities. |
| John P. Calamos, Sr. Discusses Low-Volatility Equity Strategies at Morningstar Conference |
| July 1, 2010At the Morningstar 2010 Investment Conference, one of the most prestigious investment forums in the industry, John P. Calamos, Sr. shared his expertise on convertible securities and low-volatility equity strategies. |
| Nick P. Calamos at Milken: “Reading the Tea Leaves: Investing for 2010 and Beyond” |
| April 28, 2010At the annual Milken Institute Global Conference–one of the most highly esteemed forums for business and policy leaders around the world– President of Investments and Co-Chief Investment Officer Nick P. Calamos participated in the panel discussion, “Reading the Tea Leaves: Investing for 2010 and Beyond.” |
| Market Review and Outlook, April 2010 |
| April 9, 2010In “Clear Skies Ahead?” John P. Calamos, Sr., and Nick P. Calamos provide their perspective on the markets and economy. Data suggests that the recession has likely ended, and corporate America looks to be in good shape. However, high national debt levels and excess spending cast a longer-term shadow. In this environment, the Calamos investment team believes that global perspective is essential for understanding and capitalizing on investment opportunities. |
| "Lost Decade" Lesson: Potential Value of Active Management, April 2010 |
| April 22, 2010The period from 2000-2009 is now often referred to as the “lost decade” for equity investors. We believe that our performance tells a different story, and affirms the potential benefits of active management. |
| Convertibles for the Long Run: Low-Volatility Equity Strategies for Strategic Allocation |
| May 6, 2010Convertible securities have historically provided investors with a more defensive way to participate in the equity markets. They have demonstrated their merits over full and multiple market cycles. Because of this, we believe investors are best served by thinking of convertibles as long-term strategic allocations, rather than shorter-term tactical investments. |
| Emerging Markets, Developing Opportunities |
| February 1, 2010In "Emerging Markets, Developing Opportunities." Jeff Scudieri, SVP and Co-Head of Research and Investments, notes that since the Asian crisis of 1997, there have been continued improvements in the fiscal positions of many emerging economies—improvements which we believe enhance the prospects for more sustainable growth. Dramatic increases in foreign currency reserves, less debt, lower inflation, smaller budget deficits and higher GDP growth are among the factors contributing to a brighter fiscal picture. Compared to developed economies, emerging economies are on the right track. |
| Market Review and Outlook, January 2010 |
| January 8, 2010In “‘Hair-of-the-Dog’ Economic Policies or Buying Time to Heal?” John P. Calamos, Sr. and Nick P. Calamos discuss why they believe the near-term looks promising for the economy and equity markets. They also share their reasoning for a more cautious long-term economic outlook, and summarize how the Calamos investment team is positioned for the opportunities and challenges of an evolving global economy. |
| High Yield Market Update, November 2009 |
| December 14, 2009High yield bonds advanced in November for the ninth straight month as investors believe the global economy will remain on the path to recovery |
| Convertible Market Update, November 2009 |
| December 9, 2009Convertible securities were boosted by underlying equities and a speculative grade rally |
| Global Equity Market Update, November 2009 |
| December 9, 2009Almost all major regions and countries posted positive returns as the global economy continues to move ahead |
| Global Equity Market Update, October 2009 |
| November 19, 2009Developed markets fell while emerging markets rose slightly |
| High Yield Market Update, October 2009 |
| November 19, 2009High yield bonds advanced for the eighth consecutive month in October, as economic and business conditions continued to slowly stabilize |
| Convertible Market Update, October 2009 |
| November 18, 2009While the convertible market fell for the first time since February, the loss was more limited than the equity market |
| High Yield Market Update, Third Quarter |
| November 6, 2009The high-yield surge largely has been driven by the lowest quality and highest risk companies where the risk of default is greatest. |
| Global Equity Market Update, Third Quarter |
| October 29, 2009Capital markets, driven by higher risk appetites, continued their upward march during the quarter |
| Convertible Market Update, Third Quarter |
| October 26, 2009Convertibles outperformed equities as returns on speculative grade issues soared |
| Market Review and Outlook, October 2009 |
| October 9, 2009In “The Shape of Things to Come,” John P. Calamos, Sr. and Nick P. Calamos discuss the potential implications of current economic policies, their view of global growth drivers, and where our investment team is finding opportunity. |
| Convertibles and Rising Interest Rates |
| October 6, 2009In general, the more a convertible’s price is determined by the value of its underlying equities, the greater its tendency not to be influenced by changing interest rates |
| Convertibles and Inflation |
| September 14, 2009Convertibles bonds often are categorized as fixed-income securities, but they in fact are a hybrid of fixed income and equities. These characteristics may help in times of high inflation. |
| Convertible Market Update, August 2009 |
| September 15, 2009Convertibles rise with equities as speculative-grade convertibles drive performance |
| High Yield Market Update, August 2009 |
| September 15, 2009The high-yield market extended its streak of consecutive monthly gains to six, boosted by encouraging data from the housing and manufacturing sectors of the global economy |
| Global Equity Market Update, August 2009 |
| September 15, 2009Global equity markets continued to rally, though emerging markets fell slightly |