Nick Niziolek, Calamos Co-CIO and Head of International and Global Strategies, comments on two prevalent themes of all the questions asked at our March 10 webcast on emerging markets.
Read PostWhile 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 PostRising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).
Read PostCPZ offers risk-managed equity exposure in global stock markets, and its active asset allocation allows for investments in income-producing securities, such as preferred stock and high yield bonds, to support monthly distributions.
Read PostThe data show that emerging markets outperformance cycles have lasted for years. Similarly, weak dollar cycles have been prolonged, also to emerging markets’ advantage.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostThe staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.
Read PostIt's important to understand both the fundamentals and the kind of stock to be shorted, says Calamos Co-CIO Michael Grant, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostMatt Freund, CFA, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Charles E. Carmody, CFA, Vice President, Co-Portfolio Manager and Senior Fixed Income Trader, and Christian Brobst, Vice President and Associate Portfolio Manager, on today’s opportunities, providing sufficient compensation for the risk to be taken.
Read PostMultiple catalysts—including ongoing political and social issues, corporate earnings announcements, COVID-19 itself/vaccine delays, equity valuations and social media’s continued role in the markets—have the potential to create short-term market shocks this year.
Read Post
