Blogs

November 7, 2019

In the next decade “investors face a radically different landscape that demands a rethink of the global investment approach,” according to Michael Grant, Co-CIO, Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX). Watch as Grant explains in this series of five videos.

November 6, 2019

Long/short equity has outperformed the S&P 500 and the MSCI World Index over 20 years—with less volatility and lower drawdowns.

October 31, 2019

Advisors are showing new enthusiasm for the closed-end fund initial public offering (IPO) market, as a result of changes made to the product structure.

October 30, 2019

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting on October 30, 2019.

October 28, 2019

Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager, weighs in on a range of topics including the inverted yield curve, negative rates and issues ahead for investors in government and corporate securities.

November 11, 2019

Our global team shares additional thoughts on the global payments ecosystem following a conference on the future of money that featured some of the world’s leading experts in payments, regtech, blockchain, cryptocurrencies, and digital trust. Forums such as these complement our in-house research, in this case deepening our understanding of evolving payment industry and its nuanced investment opportunities.

October 8, 2019

Wild market swings. Slowing global growth. Impeachment controversy. Trade tensions. Global political uncertainty. These have not been easy months for investors, but there are still many opportunities, explains John P. Calamos, Sr., the founder and global CIO of Calamos Investments. John shares his ideas about how to position asset allocations in this volatile environment.

October 8, 2019

Part of our global team’s strategy is to search out investment themes that we think will provide tailwinds for sustainable long-term growth and position our portfolios to benefit from them. In this post, we take a look at the bioprocessing industry and three themes that we believe will drive growth.

October 1, 2019

In early 2016, many investors were surprised by China’s economic recovery. The lesson learned from the recovery was that policy responses in China have become stealthier and more targeted than they were during prior economic cycles. Consequently, it has become increasingly important to understand where policy is focused to position our portfolios to benefit from these tailwinds.

September 24, 2019

The evolution of the payments ecosystem provides a long-term steady tailwind for the providers of card-based and electronic options. In this post, we take a look at how the payment ecosystem works and some of the compelling opportunities we see today.