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BusinessWeek March 4, 2010 |
John Calamos Makes the Case for Convertible Bonds The manager of one of the oldest convertible bond funds explains why convertibles remain attractive. |
BusinessWeek April 25, 2005 Adrienne Carter |
From Mom And Pop To Megafund Can family biz Calamos Asset Management keep Wall Street happy while boosting returns for people investing in their stock and bond mutual funds? |
The Motley Fool July 27, 2005 Tom Taulli |
Calamos Is Still a Niche For decades, Calamos Asset Management has been a standout in its niche. But how long can it last? The best option for Calamos shareholders may be to join a bigger player, rather than remain independent. |
BusinessWeek January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
The Motley Fool August 30, 2010 Dan Caplinger |
Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you? |
Financial Advisor November 2010 Virginia Munger Kahn |
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s. |
Registered Rep. September 1, 2005 Stan Luxenberg |
Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record. |
Financial Advisor January 2008 Marla Brill |
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk. |
The Motley Fool May 11, 2009 Dan Caplinger |
How to Be Bullish Without Being Stupid One type of investment can give you a chance to earn profits if the market continues going up, but without the full exposure to stock losses if the economy turns south once more. |
BusinessWeek January 31, 2005 |
Tapping States for a Tax-Exempt Fund Reid Smith of the Vanguard High-Yield Tax-Exempt Fund on why general-obligation bonds look good to him now. |
Financial Planning September 1, 2005 Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
On Wall Street January 1, 2009 Tim Knepp |
Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters. |
The Motley Fool February 18, 2009 Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds. |
Financial Advisor March 2011 Marla Brill |
Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets. |
Financial Planning February 1, 2011 Donald Jay Korn |
Back to Normal Financial planners might not have to master the minutiae of convertibles securities. But they should know if a convertibles fund is more likely to act like stocks or like bonds. |
Financial Advisor December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. |
Financial Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds. |
BusinessWeek March 22, 2004 |
Q&A with Daniel Fuss The man at the helm of the Managers Bond Fund talks about the strategies that have kept the portfolio in the green |
Real Estate Portfolio May/Jun 2007 Charles Keenan |
New Piece of the [Debt] Puzzle REITs are turning to convertible bonds as an attractive capital solution. |
Investment Advisor February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. |
BusinessWeek January 31, 2005 Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. |
Financial Planning August 1, 2009 Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
Entrepreneur August 2006 Dian Vujovich |
The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund. |
HBS Working Knowledge August 23, 2004 Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
The Motley Fool July 7, 2009 Dan Caplinger |
Can These Investments Keep Flying High? As long as you understand the risks involved, owning corporate bonds either directly or through a bond exchange-traded fund or mutual fund can give you higher yields on your money. |
The Motley Fool December 2, 2009 Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
On Wall Street June 1, 2010 Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Investment Advisor September 2007 Palash R. Ghosh |
Diamonds Among The Junk High-yield bonds -- those fixed income securities rated below investment grade -- have some advantages over more vanilla-type bond products. |
The Motley Fool August 20, 2009 Ivan Martchev |
Why Is Buffett Buying Bonds? Recent purchases show that Berkshire is buying more bonds than stocks. Why? |
The Motley Fool June 22, 2004 Shannon Zimmerman |
Get Paid to Invest - in Junk Do you think income investing is just for stock jocks? Well, mutual funds generate income, too, and they may be just the thing for savvy investors. Here's one way to clip some mighty fat coupons without risking the farm. |
Registered Rep. June 1, 2006 Stan Luxenberg |
The Discount Mystery When exchange-traded funds appeared in the 1990s, some observers predicted that the new vehicles would doom their older cousins, closed-end funds. But lately those boring old closed-end funds have been attracting renewed attention. |
Entrepreneur April 2005 Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
Entrepreneur November 2004 Dian Vujovich |
Switch Gears Flexibility is a key feature of convertible funds. |
Financial Advisor October 2005 Marla Brill |
No Homeruns This Year The manager of the Delaware High-Yield Opportunities Fund believes that this year, with concerns about rising interest rates widespread and yield spreads so tight, high-yield bond returns won't measure up to the appetizing levels investors saw in 2003 and 2004. |
Financial Advisor April 2007 Alan Lavine |
High-Yield Bond Blues? After several years of strong performance, it's questionable whether high-yield or junk bonds will earn their coupons this year. |
Financial Advisor February 2, 2009 Evan Simonoff |
Changes Come Slow Before the economy and equity market can recover, the credit markets need to resume a semblance of normalcy. |
Financial Advisor March 2007 Eric Rasmussen |
Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier? |
BusinessWeek March 22, 2004 |
The View From The Winner's Circle Here's where the repeat all-star fund managers are staking their money in 2004 |
BusinessWeek May 16, 2005 |
"The Least Risk Is Investing Yourself" In this interview, Social Security point man Allan Hubbard assesses the President's ownership agenda. |
Entrepreneur March 2004 C.J. Prince |
Road to Riches? Convertible bonds are still in vogue, but proceed with caution around the bend. |
Financial Planning July 1, 2008 Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
Registered Rep. May 18, 2011 Stan Luxenberg |
Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels. |
The Motley Fool January 30, 2008 Matt Koppenheffer |
Calamos Stuck in Neutral Compared to its competitors, Calamos Asset Management wasn't able to gain much momentum in 2007. |
The Motley Fool July 27, 2006 Stephen Ellis |
Calamos: A Unique Asset Manager Calamos Asset Management's recent IPO looks cheap on the surface, but is it really a gem? |
The Motley Fool October 10, 2008 Dan Caplinger |
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. |
Financial Advisor September 2008 Greg Miller |
Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be. |
Registered Rep. June 1, 2004 Steve Watkins |
Junk Is Not Bunk When the Federal Reserve signals an imminent rate rise, the news is traditionally greeted like a general alarm in the high-yield bond markets: "Get out while you can! Run for your lives!" |