Investment Ideas

Better Catch Up—We Believe the New Bull Market Is Off and Running

Brandon Nelson, CFA
September 9, 2020

The new bull market has proven to be quite hospitable to the diversified small cap growth stocks that Calamos Timpani Small Cap Growth Fund (CTSIX) invests in. CTSIX has returned 28.40%—or almost three times the return of the large cap S&P 500—through August 31.

Read Post

Yield Curve Control and What It Could Mean for Clients

Christian Brobst
August 26, 2020

The Fed’s ongoing consideration of YCC is relevant, says Christian Brobst, Calamos Vice President and Associate Portfolio Manager, for the two significant risks it could introduce: the potential for increased inflation and the need to unwind the policy at some point.

Read Post