February CIO Call Series Replays Now Available
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostReplays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostAn issuer base significantly larger than two years ago, strong fundamentals, increasingly attractive valuations and M&A opportunities are all part of what appeals to the Calamos Convertible Fund (CICVX) portfolio management team as they manage risk/reward in today’s market.
Read PostWhen interest rates rise, convertibles have performed much better than traditional fixed income. What’s more, the convertible market is healthy and broadening, having set a record in 2021 for the number of first-time issuers and borrowers less than three years old.
Read PostThe declining interest rates of the past decade provided a strong tailwind for bond funds. And yet, Calamos Market Neutral Income Fund (CMNIX) managed to add value by delivering a bond-like return with a bond-like standard deviation but without the bond-like risk exposures.
Read PostYou think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).
Read PostOur recently updated Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide, by Calamos Founder, Chairman and Global CIO John P. Calamos, Sr., with Co-CIO and Senior Portfolio Manager Eli Pars provides additional insights on the relationship of the asset class and rising interest rates.
Read PostAs an opportunistic strategy intended to enhance income, Calamos Market Neutral Income Fund (CMNIX) can now invest up to 10% in Special Purpose Acquisition Corporations (SPACs), up from its previous limit of 5%.
Read PostHave it your way: Calamos’ six actively managed open-end funds use convertibles to support a variety of asset allocation goals.
Read PostPositive but decelerating growth marks the transition from early to mid-cycle and favors higher quality growth, says John Hillenbrand, CPA, Co-CIO, Head of Multi-Asset Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager of the Calamos Growth and Income Fund (CGIIX).
Read PostAnd, for those using convertibles to pursue equity gains, the convert market looks more "growth-y" from a sales perspective versus the broader market than it has in the past 20 years, according to the Calamos Convertible Fund (CICVX) portfolio management team.
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