Investment Ideas

No Recession and the Value of a Long/Short Model: Grant Talks the CPLIX Book on Animal Spirits Podcast

July 5, 2022

“We believe in equities, and we tell our clients to believe in equities. In the middle of the storm, we have to have the courage to embrace that and start leaning into risk again,” Calamos Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant tells Animal Spirits Talk Your Book podcast hosts Michael Batnick and Ben Carlson.

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Give Your Clients Serenity Now

June 21, 2022

As inspired by the chronic overreactor Frank Costanza of Seinfeld fame, our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g., inflation, rates, recession) that have challenged investor resolve this year. Our message is unchanged: history shows that the best strategy is to stay invested.

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