The data show that emerging markets outperformance cycles have lasted for years. Similarly, weak dollar cycles have been prolonged, also to emerging markets’ advantage.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostIt’s volatile, uncertain markets like these that Calamos’ risk-managed approach anticipates. Managing volatility is our specialty, as demonstrated by fund performance in 2020
Read PostThe staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.
Read PostIt's important to understand both the fundamentals and the kind of stock to be shorted, says Calamos Co-CIO Michael Grant, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostMatt Freund, CFA, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Charles E. Carmody, CFA, Vice President, Co-Portfolio Manager and Senior Fixed Income Trader, and Christian Brobst, Vice President and Associate Portfolio Manager, on today’s opportunities, providing sufficient compensation for the risk to be taken.
Read PostMultiple catalysts—including ongoing political and social issues, corporate earnings announcements, COVID-19 itself/vaccine delays, equity valuations and social media’s continued role in the markets—have the potential to create short-term market shocks this year.
Read PostAttractive and sustainable distributions enable CHI, CHY, CCD, CSQ and CPZ shareholders to better participate in the portfolios’ returns.
Read PostThis is not a mirage, says Michael Grant, Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies. Risk assets will be supported by the strongest year for global GDP in more than two decades. This is one of the best backdrops for sustained gains in years.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
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