The Value of a Second Opinion: Review Notes from Our Portfolio Analytics Team
August 20, 2019
Here’s a look at what our team of CFAs are finding when asked to review portfolios.
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Even During the Bull Market for Bonds, Our Income Alt Provided More Than Enough for 30+ Years of Retirement
August 8, 2019
This hypothetical illustration shows how Calamos Market Neutral Income Fund (CMNIX) would have been a consistent source of retirement income over the course of a 30-year bull market for bonds.
Read PostCTSIX Pursues Small Cap Growth Stocks ‘In Their Own Bull Market’
August 7, 2019
In this Q&A with Wall Street Transcript, Brandon M. Nelson, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), elaborates on his approach to tapping growth potential within the small cap space.
Read PostCPLIX’s Defensive Positioning Anticipates Economic Vulnerabilities, Market Schizophrenia
August 6, 2019
With market valuations at or about all-time highs, and the S&P 500 where it is, current and anticipated market dynamics suggest vulnerability at current levels.
Read PostCan Your Bond Fund Do This?
August 1, 2019
Calamos Market Neutral Income Fund is one of an elite group of mutual funds—including just four liquid alts—that produced a decade of positive returns.
Read PostFOMC Update 7-31-19: Fed ‘Does the Right Thing’ By Cutting Rates
July 31, 2019
Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, discuss the impact of Fed comments related to the July 31 FOMC meeting.
Read PostActively Managed Funds the Best Way to Access Small Cap Growth: Advisor Research
July 30, 2019
Calamos' recent research "Building Client Portfolios with Small Cap Growth: Views from Financial Advisors 2019" reflects the responses of nearly 800 financial advisors.
Read PostNo Matter What: CMNIX
July 26, 2019
Here’s why we call the market neutral fund category leader both consistent and resilient.
Read PostFinancing 4 Years of College? Here’s One Way to Do It
July 16, 2019
This hypothetical illustration demonstrates how 10 annual contributions of $4,000 into Calamos Growth & Income Fund (A Shares at NAV) from 1997 to 2006 would have been enough to cover college expenses of $30,000 a year from 2015-2018.
Read PostHow to Keep Your Clients From Calling the Market Top
July 2, 2019
The hedged equity approach of Calamos Hedged Equity Fund (CIHEX) is designed to help your clients remain invested across full market cycles.
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