Investment Ideas

Stay on Course

May 22, 2023

Our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.

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Calamos Short-Term Bond Fund: Risk-Adjusted Returns + Yield

March 30, 2023

In times of continuing interest rate uncertainty that have spelled trouble for longer-duration investments, learn how CSTIX’s investment team has made better investment decisions over time, as measured by its Sharpe ratio, and delivered higher yields versus Morningstar category peers.

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CMNIX: All Weather Through the Decades

March 1, 2023

As one of the oldest liquid alternative funds, CMNIX has demonstrated its merits through a variety of market and interest rate environments. In every decade since the fund’s inception, diversifying a traditional bond portfolio with a 25% allocation to CMNIX could have provided meaningful risk-adjusted outperformance.

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We See Big Opportunities for Small Caps in 2023—Hear the Replay from Senior Portfolio Manager Brandon Nelson’s Webcast

Brandon Nelson, CFA
February 28, 2023

On a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.

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