Preparing for Rate Cuts? Consider Small Caps
There is a strong possibility of rate cuts in 2024. Historically, after the Fed’s first rate cut, stocks across all market caps tended to rally, but small caps historically outperform.
Read PostThere is a strong possibility of rate cuts in 2024. Historically, after the Fed’s first rate cut, stocks across all market caps tended to rally, but small caps historically outperform.
Read PostWhy pursue growth overseas? 1) Growth matters because it consistently outperforms everywhere. 2) Growth overseas is scarce, making it a key diversifier. 3) And valuations are their lowest in a decade. Calamos International Growth Fund (CIGIX) has outpaced its benchmark and peers by delivering a world of growth to investors.
Read PostA collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
Read PostMany EM funds are not all they’re cracked up to be, overallocating in developed markets to chase performance or not providing the quality and growth needed to manage risk. We believe Calamos Evolving World Growth Fund (CNWIX) provides the emerging markets profile investors seek: sensible EM country exposures, a higher-growth and higher-quality portfolio, and historically strong performance.
Read PostA collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
Read PostFind out why the time may be ripe for Calamos Global Opportunities Fund’s (CGCIX) risk-mitigated global approach—And learn the basic investment principles that helped the fund excel during the most dramatic cycle in recent history.
Read PostOur latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.
Read PostOn a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.
Read PostCalamos Timpani Small Cap Growth Fund (CTSIX) is well positioned to make the most of the small cap comeback that Calamos, along with many others, anticipates.
Read PostWe 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).
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