Investment Ideas

On the Job Every Day the Market Is Open: CIHEX Is Actively Managed to Optimize Volatility

Joseph Cusick

November 16, 2021

There's a crucial difference between Calamos Hedged Equity Fund (CIHEX) and other hedged equity strategies. “Why would you accept a capped upside with a defined downside? Why wouldn’t you want to capitalize on opportunities when the market moves up or down?” asks Calamos Vice President and Portfolio Specialist Joseph Cusick.

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★★★★★ for Calamos Timpani Small Cap Growth Fund (CTSIX)

November 3, 2021

The fund has followed its 63% 2020 with a 20.16% YTD return through 10/31 that’s 500 basis points ahead of its peers in Morningstar’s Small Growth category and close to three times the Russell 2000 Growth Index return of 7.64%.

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ESG Trailblazers Bring Their 30 Years of Sustainable Equity Expertise to Calamos

October 25, 2021

Tony Tursich and Jim Madden helped set industry standards for ESG-focused investing at Portfolio 21, where they developed one of the first sustainable research platforms in 1999. They joined Calamos in August, and our Calamos Sustainable Equities strategies now provide investment professionals with yet another means of managing risk in clients’ portfolios.

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More on Convertibles and Rising Interest Rates

October 21, 2021

Our recently updated Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide, by Calamos Founder, Chairman and Global CIO John P. Calamos, Sr., with Co-CIO and Senior Portfolio Manager Eli Pars provides additional insights on the relationship of the asset class and rising interest rates.

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The Opportunities and Risks as the World Continues to Re-open: Our 4Q Global Outlook

October 18, 2021

The receding pandemic should continue to provide a tailwind for the reopening exposure, local consumption opportunities, and select reflationary beneficiaries, according to the Calamos Global Equity team in its latest update, "Navigating Shifting Crosscurrents."

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Why CTSIX’s Nelson Is Upbeat: Sustainability, Low Valuation, and Potential M&A Upside

Brandon Nelson, CFA

October 15, 2021

Small caps’ exceptional growth is forecasted to continue into 2022, when large caps' earnings growth is expected to fall back to earth. Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson likes the fund's near- and long term prospects.

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WATCH: CMNIX’s Eli Pars on the ‘Extra Kiss’ SPACs Can Provide

Robert Behan, Eli Pars

October 13, 2021

As an opportunistic strategy intended to enhance income, Calamos Market Neutral Income Fund (CMNIX) can now invest up to 10% in Special Purpose Acquisition Corporations (SPACs), up from its previous limit of 5%.

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Equities, Convertibles, Options, Fixed Income Are Among the Levers CGCIX Uses to Target Global Equity Opportunities

September 27, 2021

Download this whitepaper to learn how Calamos Global Opportunities Fund (CGCIX) targets companies with higher-growth and higher-quality attributes.

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Evergrande Is Not China’s ‘Lehman Moment’: Niziolek in Video Quick Take

September 21, 2021

Watch to learn the two signs that would indicate to the Global Equity team that conditions may be getting out of control, and could be more concerning.

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For Your Clients as This Record-breaking Year Heads Toward the Finish Line

September 20, 2021

Use our latest brief report to talk to your clients about this extraordinary year in the stock market and how to think about what may be ahead.

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Investment Ideas

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