Menu
Investment Ideas

Investment Ideas

Investment Ideas | Calamos Investments

Winds of Change: Will Anti-Globalization Lead to a World Less Favorable for Capital?

Europe lags behind the U.S. because there is no support for non-monetary reflation or American-style deregulation, according to this Reclaiming the Investor Psyche: A Roadmap series.

Read Post
Investment Ideas | Calamos Investments

A Global Long/Short View: Why Europe Is In Trouble

Europe lags behind the U.S. because there is no support for non-monetary reflation or American-style deregulation, according to this Reclaiming the Investor Psyche: A Roadmap series.

Read Post
Investment Ideas | Calamos Investments

The U.S.: An Island of Economic Dynamism and Non-monetary Reflation

Recovering from economic stagnation and financial repression will require a monetary return to more normal, according to this Reclaiming the Investor Psyche: A Roadmap series.

Read Post
Investment Ideas | Calamos Investments

How Our Alternatives Worked, 2018 YTD

During the volatile first five months of 2018, Calamos alternative funds provided a steadier ride.

Read Post
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.

Read Post
Investment Ideas | Calamos Investments

Why CPLIX Leaned Away at Just the Right Time

Once the passive excesses have run their course Calamos Phineus Long/Short Fund CPLIX will buy the move.

Read Post
Investment Ideas | Calamos Investments

And When Was the Last Time You Checked Your Long/Short Fund’s Correlation to the S&P?

The purpose of less correlated assets (long/short equity alternative mutual funds, for example) is to reduce the risk of a traditional stock and bond portfolio.

Read Post
Investment Ideas | Calamos Investments

Portfolio Manager Video Q&As Answer Market, Investment Questions

Portfolio manager videos provide answers to commonly asked questions.

Read Post
Investment Ideas | Calamos Investments

Watch: CPLIX’s Grant on What’s Ahead for Equities

Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.

Read Post
Investment Ideas | Calamos Investments

An Alternative Idea for Stock Investors: Long/Short 101

The basics of long/short equity investing explained.

Read Post