Investment Ideas

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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Pounding the Table on Emerging Market Opportunities

Todd Speed
January 11, 2023

The Calamos Global Team’s bull case for emerging markets is supported by their analysis of a weaker US dollar, evolving monetary policy, China’s economic reopening, moderating inflation pressures and an expected acceleration in emerging markets’ economic growth relative to developed markets.

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