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Investment Ideas

Investment Ideas | Calamos Investments

Understanding the Bull Market for Convertible Bonds

Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.

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Investment Ideas | Calamos Investments

No Matter What: CMNIX

Here’s why we call the market neutral fund category leader both consistent and resilient.

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Investment Ideas | Calamos Investments

P.S. How CMNIX—Our Income Alt—Worked Versus the Bond Market, 2018 YTD

Rising rates and other bond market challenges haven’t fazed Calamos Market Neutral Income Fund (CMNIX) this year.

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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.

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Investment Ideas | Calamos Investments

Headlines or No, International Growth Is an Opportunity Advisors Don’t Want Clients to Miss

Calamos infographic discusses the five ways international investing is changing.

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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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