Investment Ideas

Our Guide to Maximizing the Opportunity in Convertible Securities

John P. Calamos, Sr.

October 26, 2020

Our new guide provides a brief overview of Calamos’ history in the asset class, how convertibles can be used in strategic asset allocation, and the attractive conditions we see in the market today. Included is an overview of the Calamos funds that use convertible securities in varied ways to achieve compelling short and long-term performance.

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More Relevant Than Ever as a Bond Portfolio Diversifier, CMNIX Marks 30th Year

October 13, 2020

With today's historically low rates and continuously high equity volatility, investment professionals turn to 30-year-old Calamos Market Neutral Income Fund (CMNIX) to provide ballast in client portfolios.

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Buckle Up! It’s the 4th Quarter of an Unprecedented Year

October 7, 2020

Download our brief report for a graphical look at what’s gone on year to date, and for some insights to help you and your clients think about what’s ahead.

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With Realized Convertible Arbitrage Profits and Poised for Hedged Equity Opportunities, CMNIX Is Having a Good Year

David O’Donohue, Eli Pars

September 25, 2020

The Calamos Market Neutral Income Fund (CMNIX) team anticipates heightened volatility and additional opportunity in what seems likely to be a politically charged fourth quarter.

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Is Now a Good Time to Talk About Risk-managed Equity Investing?

September 11, 2020

After all the market optimism expressed in August, the September 3-8 pullback provided a reminder that equities can surprise and disappoint. We have a few ideas for managing the risks.

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Anticipating a Choppy 4th Quarter: Calamos CIO Conference Call Series Resumes

September 11, 2020

"What do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including U.S. and international equities, liquid alternatives, and fixed income."

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CMNIX Awarded Morningstar Medalist Rating

July 21, 2020

Calamos Market Neutral Income Fund (CMNIX) is recognized for its "risk-aware approach," which combines “an effective convertible arbitrage strategy and a dynamic, yet conservatively-managed options strategy."

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Even a Modest Uptick in Inflation Can Drive Rates Higher—How Convertibles Can Help

June 25, 2020

Inflationary expectations? This is yet another scenario where we like convertibles as a means of potentially shielding clients from the corrosive effect that inflation can have on fixed income investments.

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Calamos Risk-managed Equity Funds: Outperformance YTD While Pursuing Varied Strategies

June 15, 2020

Equity volatility—whether in big or small moves—can be relentless. While they pursue varied strategies and produce varied outcomes, the goal of our risk-managed equity funds is to help mitigate the effect of the downside risk of equity investing.

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The Convertible Market’s Torrid Issuance Pace—and What It Means for Actively Managed CICVX

Joe Wysocki, Eli Pars

June 10, 2020

For the specialists actively managing the Calamos convertible-using funds, new issuance provides additional opportunities to rebalance risk profiles—and that’s the critical piece in the potential for your clients to benefit from convertible exposure.

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Investment Ideas

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