Investment Ideas

FOMC Update 9-18-19: Another Interest Rate Cut and Heightened Attention to the Repo Market

September 18, 2019

Noting global weakness, muted inflation and the impact of trade policy on the economy, the Federal Open Market Committee today cut rates by 25 basis points. The move was widely expected but there was some additional news in the official announcement and press conference that followed, as you’ll hear in our FOMC update with Charles Carmody,...

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Watch: Small Cap Active Management: The Buy/Sell Process That Differentiates CTSIX

September 18, 2019

In this video series, CTSIX Senior Portfolio Manager Brandon M. Nelson, CFA, explains the team’s small cap growth investment process, describes a representative holding and comments on the fundamental fatigue that would prompt a sell decision.

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Watch: Small Caps Today: A Favorable Entry Point

September 10, 2019

Watch this Q&A video on how Brandon Nelson, Calamos Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX), assesses today’s market for small cap opportunities.

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August Was Wild, and Our Alts Worked

September 9, 2019

These are the markets our alternative funds are made for, an opportunity to demonstrate why they’re worthy of financial advisors' consideration as a core allocation in clients’ portfolios.

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Where the Growth Is: Sept. 24 Webcast to Focus on Small Cap Opportunities

September 4, 2019

Calamos Timpani Small Cap Growth Fund (CTSIX) will be featured at a September 24 webcast, "Finding Growth in a Low-Growth World."

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How to Evaluate Options-based Strategies

August 21, 2019

To better appreciate the resilience of the Calamos Hedged Equity Fund (CIHEX) during periods of market volatility, we urge financial advisors to ask three simple questions when conducting due diligence on options-based strategies.

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The Value of a Second Opinion: Review Notes from Our Portfolio Analytics Team

August 20, 2019

Here’s a look at what our team of CFAs are finding when asked to review portfolios.

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Even During the Bull Market for Bonds, Our Income Alt Provided More Than Enough for 30+ Years of Retirement

August 8, 2019

This hypothetical illustration shows how Calamos Market Neutral Income Fund (CMNIX) would have been a consistent source of retirement income over the course of a 30-year bull market for bonds.

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CTSIX Pursues Small Cap Growth Stocks ‘In Their Own Bull Market’

August 7, 2019

In this Q&A with Wall Street Transcript, Brandon M. Nelson, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), elaborates on his approach to tapping growth potential within the small cap space.

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CPLIX’s Defensive Positioning Anticipates Economic Vulnerabilities, Market Schizophrenia

August 6, 2019

With 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.

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