Investment Ideas

Small Cap Correction Is Over, CTSIX’s Nelson Says

Brandon M. Nelson
June 16, 2021

Large caps' outperformance advantage shrunk in May, and small caps are leading mid-June. Small caps, and especially micro caps, are due to resume their market leadership, says Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).

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Subscribe for The Latest from Calamos Blogs

June 14, 2021

A single subscription will provide you a weekly update on what's new on the Investment Team Voices (featuring perspectives from Calamos Investment Team professionals) and Investment Ideas (featuring actionable ideas from Calamos Product Management, Distribution and Marketing) blogs.

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Are Your Clients Positioned to Participate As the Rest of the World Recovers?

Todd Speed
May 25, 2021

Notwithstanding 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.

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What Could a Bond Alternative Do for Your Clients This Decade?

May 20, 2021

The 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.

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