Investment Ideas

Opportunity in the Convertible Market: Convertible Trifecta

May 14, 2020

Our team has considerable experience sourcing opportunities through all phases of the market cycle. But at certain points of time, market conditions create an additionally attractive backdrop for our active long-term approach. As of the end of the first quarter (March 31, 2020) and despite recent retrenchment, equities are cheaper, credit spreads are wider, and convertible valuations are lower since the market decline related to the COVID-19 crisis began.

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What Could a Bond Alternative Do for Your Clients This Decade?

May 11, 2020

The 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.

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No Matter What: CMNIX

May 8, 2020

Here’s why we call the market neutral fund category leader both consistent and resilient.

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John Calamos and Updates from CGIIX, CIHEX PMs to Close the CIO Conference Call Series

May 1, 2020

The Calamos CIO Conference Call series continues featuring members of the Calamos Investment Team with fresh market perspectives.

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Now Explains Why Convertibles Require Active Management

April 24, 2020

Here’s a look back at how actively managed convertible securities made a difference in the last steep equity market drawdown of 2008-2009—and how Calamos Convertible Fund (CICVX) has worked recently.

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May 7 Webcast: Adding Convertible Strategies to Your Playbook

April 21, 2020

Our upcoming webcast for investment professionals will focus on how convertible strategies have historically helped manage the risk of equity investing, and on compelling opportunities available today.

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Managing Risk and Preserving Capital During the Drawdown and Q1: How Calamos Funds Outperformed

April 13, 2020

See how Calamos funds outperformed during the February 20 to March 23 drawdown and across the full first quarter ended March 31.

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CGIIX’s Hillenbrand: Opportunities in Oversold Cyclicals and Longer-Term Secular Growth Names

April 2, 2020

John Hillenbrand, CPA, Co-CIO, and Senior Co-Portfolio Manager of Calamos Growth and Income Fund (CGIIX) , describes the near-term signs of the market bottoming process that his team is watching for.

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Convertibles: Providing Risk Management and Positioned for a Snapback

March 27, 2020

In discussing recent market volatility, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, and Jon Vacko, CFA, Senior Vice President, Co-Portfolio Manager, highlighted three main themes for evaluating and participating in the convertible securities market during turbulent times.

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Back At It Again: How Calamos Convertible Funds Protected Against February’s Downside

March 12, 2020

Calamos Convertible Fund (CICVX) and Calamos Global Convertible Fund (CXGCX) once again demonstrated the potential benefit of active management, significantly outperforming the S&P 500 during the sharp selloff in February 2020.

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