Blogs

Investment Ideas

  • February 3, 2025

    Our suite of Protected Bitcoin ETFs provides customizable downside protection up to 100%. But how do we it? In this blog, we break down the mechanics of how we provide 80%, 90% and 100% downside protection up to 100% over the one-year outcome period.

  • January 15, 2025

    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.

  • November 26, 2024

    Why pursue growth overseas? 1) Growth matters because it consistently outperforms everywhere. 2) Growth overseas is scarce, making it a key diversifier. 3) And valuations are their lowest in a decade. Calamos International Growth Fund (CIGIX) has outpaced its benchmark and peers by delivering a world of growth to investors.

  • November 4, 2024

    Discover how election year volatility impacts markets and why it tends to decline post-election. Download ‘Stay the Course: Third Quarter 2024’ for valuable insights on staying invested during turbulent times.

  • November 4, 2024

    With this election season upon us, market volatility has become a rising concern for investors. Today, however, there are solutions that can help investors stay invested in the market, limiting actions based on behavioral biases often associated with near term risks, like elections.

Investment Team Voices

  • January 24, 2025

    The last of the six major US banks recently exited the Net Zero Banking Alliance. The Calamos Sustainable Equity Team cautions about reading too much into announcements like these and speaks to the numerous options that sustainable investors have for engaging in the growth opportunities in the global financial services sector.

  • January 6, 2025

    Can markets rise in 2025 despite strong recent performance? We believe there is considerable upside for active and selective managers. One recent trend is increased attention to company fundamentals, which sets up well for our funds, many of which outperformed peers in 2024. Get our complete 2025 outlook, introduced by Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.

  • January 2, 2025

    The excess returns generated by US benchmarks over the last two years have been driven by substantially positive macroeconomic surprises, especially for growth but also for inflation. Despite current optimism, extending the surprises through 2025 will be challenging.

  • January 2, 2025

    With minimal duration risk exposure, the fund delivered strong outperformance in 2024 through its hedged equity and convertible arbitrage strategies, gaining 7.5% versus the bond market's 1.1% return and demonstrating its value as a fixed-income alternative for investors seeking portfolio stability.

  • January 2, 2025

    The Fund maintained its core 65/35 option trade strategy through market turbulence in 2024, allowing it to capture meaningful equity upside while limiting downside exposure. We plan to maintain this defensive positioning into 2025 while remaining flexible to make incremental adjustments as needed.