Blogs

March 28, 2023

During a March 15 webcast, the Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) investment team discussed their time-tested approach to sustainable investing and how they identify quality companies with attractive growth potential.

March 28, 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.

March 1, 2023

As one of the oldest liquid alternative funds, CMNIX has demonstrated its merits through a variety of market and interest rate environments. In every decade since the fund’s inception, diversifying a traditional bond portfolio with a 25% allocation to CMNIX could have provided meaningful risk-adjusted outperformance.

February 28, 2023

On a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.

February 16, 2023

On a February 14 webcast, Co-CIO Eli Pars shared his thoughts on a convergence of factors that bode well for Calamos Market Neutral Income Fund (CMNIX) in 2023, including upbeat convertible arbitrage expectations, a bullish convertible issuance outlook, and the fund’s ongoing ability to deliver low-duration diversification.

March 17, 2023

A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.

March 16, 2023

Over recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.

March 13, 2023

Last week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.

February 13, 2023

Big Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.

January 3, 2023

The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.