Recent declines in the stocks underlying convertibles—resulting in “throwing the baby out with the bathwater,” in some cases—have provided an opportunity for the Calamos team.
Read PostJust-released “Preparing for a New Era of Reflation…And the End of Central Bank Leadership" features the perspective of the Calamos Global Long/Short Strategies team headed by Michael Grant, Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostHere’s why we call the market neutral fund category leader both consistent and resilient.
Read PostNotwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.
Read PostThe structural benefits of convertibles securities helped convertible funds outperform both the S&P 500 and the Bloomberg Barclays U.S. Aggregate Bond Index in the high inflationary period between 1979 and 1981.
Read PostThe declining interest rates of the past decade provided a strong tailwind for bond funds. And yet, Calamos Market Neutral Income Fund (CMNIX) managed to add value by delivering a bond-like return with a bond-like standard deviation but without the bond-like risk exposures.
Read PostWe analyze the efficient portfolio that resulted from combining income alternative Calamos Market Neutral Income Fund (CMNIX) and equity alternative Calamos Phineus Long/Short Fund (CPLIX).
Read PostUnderestimated growth, along with sustainable growth, is a key factor the Calamos Timpani Small Cap Growth Fund (CTSIX) team looks for in identifying small cap opportunities.
Read PostThis hypothetical illustration using Calamos Growth and Income Fund (CGIIX) never dipped below the total amount the parents had saved, never giving them a strong reason to be discouraged or lose faith in the sacrifice they made early on in their child’s life. This makes a difference.
Read PostClients who retired early to avoid more work drama are likely not signing up for investment drama, and your selection of Calamos Global Opportunities Fund (CGCIX) has the potential to help with that.
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