Blogs
Investment Ideas
-
June 21, 2022
As inspired by the chronic overreactor Frank Costanza of Seinfeld fame, our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g., inflation, rates, recession) that have challenged investor resolve this year. Our message is unchanged: history shows that the best strategy is to stay invested.
-
June 15, 2022
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.
-
June 9, 2022
Actively managed Calamos Hedged Equity Fund (CIHEX) is managed to pursue equity returns in all environments—and as windows of opportunities open and close.
-
June 6, 2022
This is an environment where Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies Michael Grant favors “tactical risk management nuance” as opposed to outright defensiveness. The journey from inflation anxiety to inevitable recession, he says, will include periods where equities will do quite well.
-
June 3, 2022
Double-digit returns have followed previous drawdowns.
Investment Team Voices
-
June 10, 2022
Global markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.
-
June 7, 2022
This is a compelling time to invest in cybersecurity companies, according to Alex Wolf. In this post, he discusses the landscape for cybersecurity and the investment attributes the Calamos Global Equity Team seeks in cybersecurity companies.
-
May 13, 2022
ESG-friendly transformations are happening all across the economy—not only in newer companies and growth industries but also among well-established bellwethers in cyclical sectors.
-
May 6, 2022
Geopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.
-
May 6, 2022
Since we first began managing sustainable portfolios, we’ve seen that companies that demonstrate ethical behavior not only in “easy times” but also in times of upheaval and show a commitment to the people in the markets they serve are ultimately better positioned to thrive.