We revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read PostGlobal convertible issuance has soared in 2020, and Calamos Global Convertible Fund (CXGCX) has outperformed both its index and global equities year-to-date.
Read PostFor the specialists actively managing the Calamos convertible-using funds, new issuance provides additional opportunities to rebalance risk profiles—and that’s the critical piece in the potential for your clients to benefit from convertible exposure.
Read PostOur team has considerable experience sourcing opportunities through all phases of the market cycle. But at certain points of time, market conditions create an additionally attractive backdrop for our active long-term approach. As of the end of the first quarter (March 31, 2020) and despite recent retrenchment, equities are cheaper, credit spreads are wider, and convertible valuations are lower since the market decline related to the COVID-19 crisis began.
Read PostSee how Calamos funds outperformed during the February 20 to March 23 drawdown and across the full first quarter ended March 31.
Read PostNick 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.
Read PostCalamos Convertible Fund (CICVX) and Calamos Global Convertible Fund (CXGCX) once again demonstrated the potential benefit of active management, significantly outperforming the S&P 500 during the sharp selloff in February 2020.
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