Blogs

Investment Ideas

  • December 13, 2024

    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.

  • October 31, 2024

    A collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.

Investment Team Voices

  • November 22, 2024

    Drawing on experience over multiple market and economic cycles and the terms of many presidents, the Calamos Sustainable Equities team explains that including sustainable factors within a quality-focused investment process isn’t about politics—it’s about managing risk and enhancing returns.

  • November 22, 2024

    Donald Trump’s re-election reflects an important shift in forces in the West, according to Co-CIO Michael Grant. As this shift continues, investors need to consider a very different kind of financial landscape in the coming years.

  • October 18, 2024

    The Fed’s pivot and China’s stimulus measures provide supportive tailwinds for broadening universe of emerging market equities, explains Co-CIO Nick Niziolek.

  • October 15, 2024

    The perception of the virtual invincibility of US equities has taken hold across large parts of the investment community. However, here’s the conundrum: an “Invincibility Syndrome” signals a crescendo and historically emerges when markets are in the process of establishing a major summit. If investors are crossing over a peak, what insight can prepare them for what lies beyond?

  • October 7, 2024

    Calamos Evolving World Growth Fund was advantageously positioned to capture the rally in the Chinese equity market that kicked off last month. Co-CIO Nick Niziolek explains how the fund’s broader toolkit, including convertible securities, provided the opportunity for risk-managed participation.