Investment Ideas

When Rates Rose, CICVX Outperformed Both Stocks And Bonds

March 5, 2021

While fixed income tends to lose value in an environment of rising interest rates, equities in many cases have historically headed the opposite direction. Joe Wysocki, Senior Vice President and Senior Co-Portfolio Manager of Calamos Convertible Fund (CICVX), reviews the active management that led to outperformance of both stocks and bonds as rates rose from August to February.

Read Post