Investment Ideas

Indiscriminate Selling Has Driven Closed-end Fund Discounts, Creating Compelling Value

April 3, 2020

Robert Bush, Calamos Senior Vice President and Director of Closed-End Fund Products, points out that even with all the benefits attributable to closed-end funds—intraday trading, low financing costs of leverage, ability to be fully invested, and consistent source of income—they have some idiosyncrasies that present challenges, especially during extreme volatility.

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CGIIX’s Hillenbrand: Opportunities in Oversold Cyclicals and Longer-Term Secular Growth Names

April 2, 2020

John Hillenbrand, CPA, Co-CIO, and Senior Co-Portfolio Manager of Calamos Growth and Income Fund (CGIIX) , describes the near-term signs of the market bottoming process that his team is watching for.

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The Advisor’s Personal Brand Has Never Been More Important: Let Us Help

April 2, 2020

At a time when investors are looking for trusted financial partners, Calamos offers LinkedIn training designed to help financial advisors enhance their personal brand and communications.

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Asia Offers Exciting Growth Opportunities for 2H 2020 and Beyond: Co-CIO, Head of International and Global Strategies Nick Niziolek

March 31, 2020

Nick Niziolek, CFA, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager, believes the global economy and markets could be in recovery mode by the second half of the year, with China and other overseas markets making strong contributions.

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Tactical Opportunity in the Convertible Market: Convertible Trifecta

March 31, 2020

Every once in a while—this would be the fifth time in the last 25 years—tactical opportunities present themselves that Calamos’ team of convertible securities specialists are especially attuned to.

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In the Coming Critical Month, It’s Time to Re-engage Equities: Co-CIO, Senior Co-Portfolio Manager Michael Grant

March 31, 2020

Co-CIO, Senior Co-Portfolio Manager Michael Grant provides guidance for moving beyond the recent COVID-19 market shocks. Preparing for a rebound in equities, he and his team increased the Calamos Phineus Long/Short Fund (CPLIX) net equity exposures to reflect this shifting risk/reward.

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The CMNIX Team on Volatility, Pricing and Positioning for Opportunity

March 30, 2020

At a time of extreme market volatility, our team provides an update on how they’re navigating the challenge—as well as recognizing opportunity—for Calamos Market Neutral income Fund (CMNIX) and Calamos Hedged Equity Fund (CIHEX), two funds with “the same mentality but different risk budgets.”

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This Multi-Phase Crisis Can Be Navigated if We Join Forces to Thread the Needle: Co-CIO, Head of Fixed Income Strategies Matt Freund

March 27, 2020

In addition to providing a calming big-picture perspective, Matt Freund, Co-CIO, Head of Fixed Income Strategies, offers insights on how to navigate and thrive in the fixed income marketplace during this recent period of crisis.

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Convertibles: Providing Risk Management and Positioned for a Snapback

March 27, 2020

In discussing recent market volatility, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, and Jon Vacko, CFA, Senior Vice President, Co-Portfolio Manager, highlighted three main themes for evaluating and participating in the convertible securities market during turbulent times.

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CTSIX’s Nelson Sees the Stock Market as a 'Coiled Spring,' Poised for a Positive Bounce

March 26, 2020

Brandon Nelson, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), says he remains constructive on small caps and sees growth opportunity.

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