Blogs

January 22, 2021

Investment professionals, you’ll learn about evolving convertible market dynamics (including near-record levels of issuance and new issuers) and the additive effect of actively managed convertibles as a risk-managed allocation.

January 22, 2021

This is not a mirage, says Michael Grant, Calamos Co-CIO Michael Grant, Senior Co-Portfolio Manager and Head of Long/Short Strategies. Risk assets will be supported by the strongest year for global GDP in more than two decades. This is one of the best backdrops for sustained gains in years.

January 21, 2021

The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.

January 21, 2021

Much of the value created with the active approach of Calamos Hedged Equity Fund (CIHEX) comes in periods after larger market moves. The fund has the ability to create that extra edge, to capture a higher percentage of up moves than down moves.

January 21, 2021

Environmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.

January 20, 2021

Senior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

January 6, 2021

Amid its unprecedented challenges, 2020 affirmed long-standing truths about the resilience of the economy and markets. For investors, the year also reinforced the benefits of a long-term perspective, diversification and active management. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer, discusses why these principles will be just as critical for successful asset allocation in the future.

December 18, 2020

Co-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.

December 14, 2020

Even companies that are traditionally considered to be “cyclicals” can benefit from long-term secular trends. The Calamos Global Equity team discusses how the global move to renewable energy is supporting opportunities in copper and other commodities.

December 11, 2020

China’s consumer recovery provides many opportunities for the Calamos global and international portfolios, explains Paul Ryndak, CFA. He explores China’s U-shaped spending recovery, and the demographic and behavioral shifts that can serve as tailwinds for the further adoption of online commerce.