The Calamos Market Neutral Income Fund (CMNIX) team anticipates heightened volatility and additional opportunity in what seems likely to be a politically charged fourth quarter.
Read PostHow Co-CIO and Head of Fixed Income Strategies Matt Freund and team squares the economy, monetary policy and fiscal policy—while looking for relative value during a historic pandemic.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostThe team is on alert to take advantage of dislocations that may present themselves in a market that includes plenty of anomalies and as we head toward the third quarter earnings season and the national elections.
Read PostThe economy’s continued reopening and an eventual fiscal package will support demand while cost cuts will drive operating leverage. These two should be a powerful combination to support earnings growth into 2021, says Michael Grant, Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies.
Read PostEquities and convertibles can do well, but the winners going forward might be different over the next six to 12 months than the winners of the last six to 12 months.
Read PostThe Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostAfter all the market optimism expressed in August, the September 3-8 pullback provided a reminder that equities can surprise and disappoint. We have a few ideas for managing the risks.
Read Post"What do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including U.S. and international equities, liquid alternatives, and fixed income."
Read PostThe new bull market has proven to be quite hospitable to the diversified small cap growth stocks that Calamos Timpani Small Cap Growth Fund (CTSIX) invests in. CTSIX has returned 28.40%—or almost three times the return of the large cap S&P 500—through August 31.
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