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Investment Ideas

Investment Ideas | Calamos Investments

The Drivers of Convertible Bonds’ Short and Long-Term Performance

Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.

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Investment Ideas | Calamos Investments

Our Perspective on Growth vs. Value

In the growth vs. value debate, security prices and single-period valuation metrics may not always be an effective shorthand.

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Investment Ideas | Calamos Investments

Here’s How CIHEX Collars Equity Market Volatility

Calamos Hedged Equity income Fund (CIHEX) portfolio manager provides three examples of recent hedges.

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Investment Ideas | Calamos Investments

Why It’s Time for a Balanced Fund Alternative

How Calamos Growth & Income Fund (CGIIX)—which distinguishes itself from balanced funds by its use of convertible securities—stepped through a volatile Q1 2018.

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Investment Ideas | Calamos Investments

The Value We’re Finding in Bank Loans

Bank loan coupon income may benefit portfolios as additional Fed hikes work into the system.

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Investment Ideas | Calamos Investments

Revisiting the Half Caff Alternative Allocation in a Dramatically Different Environment

Here’s how an income and equity alternative allocation performed in the volatile first quarter of 2018.

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Investment Ideas | Calamos Investments

It’s About More Than Performance—How to Evaluate an Alternative Fund

Here is a real life illustration of the importance of looking at performance plus when evaluating the role a liquid alt can play.

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Investment Ideas | Calamos Investments

Expect the Pullback to Continue into April—How CPLIX Has Shielded Investors from Drawdowns to Date

Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.

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Investment Ideas | Calamos Investments

Inflation Measures Are Sending Conflicting Signals

Two inflation measures—Personal Consumption Expenditures Core Price Index (PCE) and the Underlying Inflation Gauge (UIG)—are at odds.

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Investment Ideas | Calamos Investments

True or False: Rates Are Rising and There’s Nothing You Can Do About It

Here are three ideas on how to mitigate the effects of rising rates.

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