Stay the Course: Third Quarter 2023
October 26, 2023
A collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
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Investment Ideas
Is Now the Time to Upgrade Your EM Manager?
Todd Speed
October 31, 2022
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 PostBroadband Funding: A Meaningful Opportunity for Small Caps
October 21, 2022
Government initiatives providing > $100 billion in broadband funding could have a substantial impact. The Calamos Timpani Small Cap Growth Fund (CTSIX) team wants to own the stocks of the companies on the receiving end of that spend.
Read PostThe Way Forward? Here’s Our Latest Chartbook
October 11, 2022
Our latest chartbook offers some perspective for dealing with the uncertainty of one of the worst years for investors in recent history. Our message is unchanged: stocks gain in most (not all) years, and history shows that the best strategy is to stay invested.
Read PostThe Opportunities and Risks as the World Continues to Re-open: Our 4Q Global Outlook
October 18, 2021
The receding pandemic should continue to provide a tailwind for the reopening exposure, local consumption opportunities, and select reflationary beneficiaries, according to the Calamos Global Equity team in its latest update, "Navigating Shifting Crosscurrents."
Read PostWhy CTSIX’s Nelson Is Upbeat: Sustainability, Low Valuation, and Potential M&A Upside
Brandon Nelson, CFA
October 15, 2021
Small caps’ exceptional growth is forecasted to continue into 2022, when large caps' earnings growth is expected to fall back to earth. Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson likes the fund's near- and long term prospects.
Read PostNelson Looks for Small Cap Rally to ‘Turbocharge’ an Already Strong Year
Brandon Nelson, CFA
October 28, 2020
The “stars may be aligning” now for small caps to mean revert and claim their traditional role in outperforming large and mid caps, says Calamos Senior Portfolio Manager Brandon M. Nelson in a new AssetTV MasterClass interview.
Read PostWhat’s Important Now: Hedging Against the Potential for Equities’ Downside
October 16, 2020
The recent surge of flows into the Morningstar Options-based category reflects investment professionals' anticipation of equity market volatility--and a desire to potentially limit loss during market drawdowns.
Read PostPositioned for the Global Synchronized Recovery
October 13, 2020
Despite the uncertainty of the U.S. election and Covid-19, the Calamos global equity team believes there is considerable upside investment potential for active managers. In “Sustained Tailwinds for Global Risk Assets,” they share their outlook on the global markets and the implications for portfolio positioning.
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