CPLIX: Hedged Against a Near-term Downturn While Expecting a Late Summer Bounce Back
Michael Grant
June 6, 2022
This is an environment where Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies Michael Grant favors “tactical risk management nuance” as opposed to outright defensiveness. The journey from inflation anxiety to inevitable recession, he says, will include periods where equities will do quite well.
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