We take a look at how the largest and widely held active emerging markets funds met the test of recent years—and we compare it to the performance of Calamos Evolving World Growth Fund (CNWIX).
Read PostHeavy allocations to traditional income—funds in Morningstar’s World Allocation category may allocate as much as 50% to bonds—can make a core global allocation fund vulnerable in a rising rate environment.
Read PostNotwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.
Read PostEM companies can take advantage of the ability to access lower cost capital by embedding a conversion option into their debt. With convertibles, EM issuers should also be able to take advantage of their relatively high volatility as well as increasing stock valuations over time.
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