It'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 PostAnd, for those using convertibles to pursue equity gains, the convert market looks more "growth-y" from a sales perspective versus the broader market than it has in the past 20 years, according to the Calamos Convertible Fund (CICVX) portfolio management team.
Read PostThe combination of fiscal support as well as pent-up demand, combined with improved contribution from China, should drive emerging markets results over the next few quarters, says Nick Niziolek, CFA, Co-CIO, Head of Global Strategies, Senior Co-Portfolio Manager of Calamos Evolving World Growth Fund (CNWIX).
Read PostThe determination to "not let one stock ruin the whole year" is what partly explains the performance gap between Calamos Timpani Small Cap Growth Fund (CTSIX) and its benchmark, according to Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager.
Read PostReplays provide insights on preparing for what's ahead for the economy and convertible securities, liquid alternatives, emerging markets, and U.S. and small cap equities markets.
Read PostCalamos Market Neutral Income Fund (CMNIX), managed as a replacement for intermediate fixed income in terms of risk and return, employs convertible arbitrage, hedged equity and now SPACs strategies, as explained by Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager Eli Pars.
Read PostHere’s why we call the market neutral fund category leader both consistent and resilient.
Read PostSmall value has outperformed small growth about two-thirds of the time, with small growth beating in more recent years. But this chart shows that growth is far from overextended currently, says Calamos Senior Portfolio Manager Brandon M. Nelson of the Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostToday’s convertible market has rarely been as “growthy” as it is today. To the Calamos Convertible Fund (CICVX) team, excess sales growth is a key indicator of the intrinsic value of the issuers—and reason for their optimism about what’s ahead.
Read PostYou think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).
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