Investment Ideas

  • May 22, 2023

    Our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.

  • May 19, 2023

    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.

  • May 18, 2023

    Here’s why we call Calamos Market Neutral Income Fund (CMNIX) both consistent and resilient.

  • March 30, 2023

    In times of continuing interest rate uncertainty that have spelled trouble for longer-duration investments, learn how CSTIX’s investment team has made better investment decisions over time, as measured by its Sharpe ratio, and delivered higher yields versus Morningstar category peers.

  • March 30, 2023

    In 2022’s challenging equity market, Calamos Phineus Long/Short Fund was able to derive alpha from both its long and short positions.

Investment Team Voices

  • May 25, 2023

    How have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.

  • May 11, 2023

    Sustainable commodities may seem like a contradiction in terms, but the Calamos Sustainable Equities Team explains why it doesn’t have to be, thanks to innovative companies that source commodities from natural capital-rich regions through inventive techniques that add value and mitigate negative impacts on local ecosystems.

  • May 3, 2023

    China, the world’s largest cleantech investor, is home to companies on the cutting edge of sustainable themes, such as renewable energy and electric vehicles. But caution is still warranted. The Calamos Sustainable Equities team discusses the opportunity set and how it aligns with their risk-aware, quality-focused approach.

  • April 25, 2023

    Sustainable investment managers are often scrutinized for their supposed lack of investment in the energy sector. The Calamos Sustainable Equities Team invests in energy innovation, albeit in different ways than the ratings firms define it today. The team explains how their approach to energy reflects a risk-managed approach to quality growth opportunities.

  • April 17, 2023

    Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.