Michael Grant, Co-CIO and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX), parts ways with consensus views on the economy and markets. Download his latest narrative, including commentary and charts.
Read PostFor a 2002-2022 performance analysis of Calamos Phineus Long/Short Fund (CPLIX), download this 8-page guide. For Investment Professionals only.
Read PostIt's too early to call the top in S&P 500 earnings; earnings could continue to trend higher at an almost historic pace for the next three to six quarters, according to Michael Grant, Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies.
Read PostWith market valuations at or about all-time highs, and the S&P 500 where it is, current and anticipated market dynamics suggest vulnerability at current levels.
Read PostFrom deflation to inflation, from interest rates to investment risks, from the U.S. to Europe to the UK, CPLIX PM video series reviews key factors affecting global markets.
Read PostCPLIX’s active risk management has led to periods of taking on greater market risk and periods where market risk was minimized.
Read PostGo with the trend through 2017 and believe in global growth—that's what long/short portfolio manager Michael Grant says.
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