John Calamos Videos
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Calamos : Why Investors Must Look Overseas… seek out a dedicated foreign fund? John Calamos : Well, you know, I think we are ..... able to take advantage of that? Calamos : Good question. And I think again ..... pleasure speaking with you today. Calamos : My pleasure as well. Thank you …
what's the argument for me to seek out a dedicated foreign fund? John Calamos : Well, you know, I think we are in a period--we are at an inflection point in the way investors are thinking, -
Market Missing the Growth Beneath Its Nose… seeing some opportunity there? John Calamos : Well, technology stocks, we ..... people are ignoring it a little bit? Calamos : I think Jason you hit on that ..... find some opportunities there. Calamos : Often, one of the things we did …
on the technology stocks and why you are seeing some opportunity there? John Calamos : Well, technology stocks, we feel, there's great opportunity there for a number of reasons. First of all, we see good top-line -
Calamos : Still a Valuation Gap in Convertibles… valuation landscape look like today? John P. Calamos , Sr .: Well, again, the valuation in ..... they should even be thinking about ... Calamos : Well, it is complex, valuations ..... also blended with your macro viewpoint? Calamos : Yeah. First, you know, we are …
since then. What does the valuation landscape look like today? John P. Calamos , Sr .: Well, again, the valuation in a recession period, it has got back to that normal period, which is still undervalued,fund, is that something that they should even be thinking about ... Calamos : Well, it is complex, valuations, when you talk to different analysts in a convertible area. Everyone can come up with astock and then how that is also blended with your macro viewpoint? Calamos : Yeah. First, you know, we are – and maybe it's the way we have evolved over the last 30 years or -
Emerging Markets Not a Bubble YetAlthough low rates could very well create an emerging-markets bubble, valuations are currently reasonable according to Calamos Investments' Nick Calmos.
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Creating a Synthetic Convertible BondNick Calamos of Calamos Investments describes how his firm creates synthetic convertible bonds as the supply of converts declines.
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Calamos : Risk/Reward Trade-Off for Fixed Income 'Horrible'Investors looking to build long-term wealth in this economic environment should focus on equities, says Calamos Investments' Nick Calamos .
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Calamos : Inflation Could Be Rapid When It Comes… out there that are concerning investors. John Calamos , he is the CEO and Co-CIO and Calamos Investments, sees some risk out there, but ..... Thanks for joining me, John. John P. Calamos Sr. : Nice to be here, Jason. Stipp : So …
but there are some worry signs out there that are concerning investors. John Calamos , he is the CEO and Co-CIO and Calamos Investments, sees some risk out there, but he is also seeing opportunity. He's here to talk about that with us today. Thanks for joining me, John. John P. Calamos Sr. : Nice to be here, Jason. Stipp : So, I just wanted to talk about some of the yellow flags or -
Calamos : Rise of the Middle Class Key to Global Investing… emerging markets right now? John P. Calamos Sr. : Well, there is long-term trends ..... might do a lot of business there, right? Calamos : One of the fallacies about investing ..... as you're investing in those areas? Calamos : Well, that's an excellent question …
right to want to move into emerging markets right now? John P. Calamos Sr. : Well, there is long-term trends, and there is short-term. If we start looking at the long-term trends... and emerging marketsthese markets, but they might do a lot of business there, right? Calamos : One of the fallacies about investing internationally and globally is, someone will look at the portfolio and say, "Gee, you areHow do you think about that as you're investing in those areas? Calamos : Well, that's an excellent question, Jason. One of the things that we've always prided ourselves with is effectively managing risk. You -
Calamos : Growth Stocks the Most Undervalued in 20 Years… attractive right now? What factors have fed into that? John Calamos Sr. : Well, there are a couple of factors. First of ..... your insights. It was a pleasure speaking with you. Calamos : My pleasure. Thank you, Jason. Stipp : For Morningstar …
growth is looking attractive right now? What factors have fed into that? John Calamos Sr. : Well, there are a couple of factors. First of all, if we go back in history, as the economy goes -
Calamos : Convertibles Holding Up… Morningstar Investment Conference with John Calamos . He is the chief executive officer, founder and co-CIO of Calamos Asset Management and also manager ..... funds including its first fund, Calamos Convertible. Thank you for being …
Fund analyst at Morningstar. I'm here at the Morningstar Investment Conference with John Calamos . He is the chief executive officer, founder and co-CIO of Calamos Asset Management and also manager on a number of the firm's funds including its first fund, Calamos Convertible. Thank you for being with us. John P. Calamos , Sr .: Thank you, Courtney. Dobrow : I guess to start out, 2008 was such a brutal market for convertibles. We saw a big – huge return in the market then in 2009 with the Bank of America-Merrill Lynch Index almost doubling the S&P 500's return. Where are we today? Calamos , Sr. : Well, I think we're in a – obviously, 2008 was not a normal environment. You had a lot of