﻿<?xml version="1.0" encoding="utf-8"?><rss xmlns:a10="http://www.w3.org/2005/Atom" version="2.0"><channel xml:base="https://www.calamos.com/blogs/investment-ideas/" xmlns:atom="http://www.w3.org/2005/Atom"><title>Investment Ideas</title><link>https://www.calamos.com/blogs/investment-ideas/</link><description>Calamos provides insights and strategies for financial advisors and other investment professionals when seeking to manage risk and reward in clients’ portfolios.</description><language>en-us</language><lastBuildDate>Mon, 09 Mar 2026 18:48:09 Z</lastBuildDate><atom:link href="https://www.calamos.com/blogs/investment-ideas/" rel="self" type="application/rss+xml" /><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/fi360-ranks-calamos-funds-in-top-quartile/</guid><link>https://www.calamos.com/blogs/investment-ideas/fi360-ranks-calamos-funds-in-top-quartile/</link><title>Fi360 Ranks Calamos Funds in Top Quartile</title><description>The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.</description><pubDate>Wed, 11 Feb 2026 22:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/a-case-for-systematic-protection-amid-market-political-uncertainty/</guid><link>https://www.calamos.com/blogs/investment-ideas/a-case-for-systematic-protection-amid-market-political-uncertainty/</link><title>A Case for Systematic Protection Amid Market &amp; Political Uncertainty</title><description>A year ago, we launched CPSL to address a critical downside vulnerability in the market. As a fund of funds, CPSL equally allocates capital across 12 Calamos S&amp;P 500 Structured Alt Protection ETFs with staggered monthly outcome periods. This design enabled CPSL to provide downside risk mitigation during the February to April tariff selloff, which sent the S&amp;P 500 tumbling -18.75%, while capturing upside gains in the subsequent recovery.</description><pubDate>Fri, 19 Sep 2025 20:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/rebalance-dont-retreat-alternative-strategies-to-help-you-stay-invested/</guid><link>https://www.calamos.com/blogs/investment-ideas/rebalance-dont-retreat-alternative-strategies-to-help-you-stay-invested/</link><title>Rebalance Don’t Retreat: Alternative Strategies to Help You Stay Invested</title><description>Calamos alternative offerings are designed to navigate volatility, with the goal of providing a steadier ride through choppy equity markets. In this post, we highlight two of our innovative solutions—which can work independently or in tandem to help address investor needs.</description><pubDate>Mon, 15 Sep 2025 13:30:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/protected-bitcoin-etfs-the-double-dip-trade-and-buying-beyond-day-one/</guid><link>https://www.calamos.com/blogs/investment-ideas/protected-bitcoin-etfs-the-double-dip-trade-and-buying-beyond-day-one/</link><title>Protected Bitcoin ETFs – The “Double-Dip” Trade and Buying Beyond Day One</title><description>Discover how Calamos Protected Bitcoin ETFs’ "double-dip" trade strategy may allow investors to potentially capitalize on performance gaps that emerge when the Bitcoin and ETF returns do not move in lockstep. Learn why buying beyond day one might present a compelling alternative for investors looking to capture additional returns and reduce risk, while maintaining Bitcoin exposure.</description><pubDate>Fri, 18 Jul 2025 18:43:33 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/navigating-complacency-how-cihex-protects-portfolios-as-markets-ignore-tariff-risks/</guid><link>https://www.calamos.com/blogs/investment-ideas/navigating-complacency-how-cihex-protects-portfolios-as-markets-ignore-tariff-risks/</link><title>Navigating Complacency: How CIHEX Protects Portfolios as Markets Ignore Tariff Risks</title><description>CIHEX is especially relevant when markets are navigating headline risk, macro uncertainty, and potential for episodic shocks, such as those stemming from tariff policy changes. Find out why.</description><pubDate>Mon, 14 Jul 2025 21:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/private-credit-why-diversification-matters/</guid><link>https://www.calamos.com/blogs/investment-ideas/private-credit-why-diversification-matters/</link><title>Private Credit: Why Diversification Matters</title><description>Our private credit offering, CAPIX, accesses specialized lending deals across six distinct sectors - not just one, like most private credit funds. Learn why broad market access matters in today's private credit landscape.</description><pubDate>Thu, 13 Mar 2025 21:10:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/demystifying-calamos-bitcoin-structured-protection-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/demystifying-calamos-bitcoin-structured-protection-etfs/</link><title>Demystifying Calamos' Protected Bitcoin ETFs</title><description>Our suite of Protected Bitcoin ETFs provides customizable downside protection up to 100%. But how do we it? In this blog, we break down the mechanics of how we provide 80%, 90% and 100% downside protection up to 100% over the one-year outcome period.</description><pubDate>Mon, 03 Feb 2025 22:10:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/why-and-how-to-find-growth-overseas-cigix/</guid><link>https://www.calamos.com/blogs/investment-ideas/why-and-how-to-find-growth-overseas-cigix/</link><title>Why and How to Find Growth Overseas—CIGIX</title><description>Why pursue growth overseas? 1) Growth matters because it consistently outperforms everywhere. 2) Growth overseas is scarce, making it a key diversifier. 3) And valuations are their lowest in a decade. Calamos International Growth Fund (CIGIX) has outpaced its benchmark and peers by delivering a world of growth to investors.</description><pubDate>Tue, 26 Nov 2024 16:20:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/markets-dont-like-uncertainty-prepare-for-the-2024-election-with-our-suite-of-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/markets-dont-like-uncertainty-prepare-for-the-2024-election-with-our-suite-of-etfs/</link><title>Markets Don’t Like Uncertainty. Prepare for the 2024 Election with Our Suite of ETFs</title><description>With this election season upon us, market volatility has become a rising concern for investors. Today, however, there are solutions that can help investors stay invested in the market, limiting actions based on behavioral biases often associated with near term risks, like elections.</description><pubDate>Mon, 04 Nov 2024 14:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/the-case-for-a-laddered-approach-to-structured-protection-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/the-case-for-a-laddered-approach-to-structured-protection-etfs/</link><title>The Case for a Laddered Approach to Structured Protection ETFs</title><description>We believe the case is strong. A laddered strategy enables single-ticker access to a full suite of ETFs, offering investors continuous protection, a smoother return experience, diversified time horizons, daily liquidity and tax efficiency.</description><pubDate>Mon, 30 Sep 2024 14:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cmnix-outperformance-over-a-full-interest-rate-cycle/</guid><link>https://www.calamos.com/blogs/investment-ideas/cmnix-outperformance-over-a-full-interest-rate-cycle/</link><title>CMNIX: Outperformance Over a Full Interest Rate Cycle</title><description>Over the last full interest rate cycle, the Calamos Market Neutral Income Fund (CMNIX) notably outperformed the Bloomberg US Aggregate Bond Index with less volatility.</description><pubDate>Fri, 20 Sep 2024 17:10:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/ccef-a-potential-antidote-to-falling-yields-and-volatility-spikes/</guid><link>https://www.calamos.com/blogs/investment-ideas/ccef-a-potential-antidote-to-falling-yields-and-volatility-spikes/</link><title>CCEF: A Potential Antidote to Falling Yields and Volatility Spikes</title><description>As money market yields drop with Fed rate cuts and volatility spikes thanks in part to a contentious election, investors may want to consider Calamos CEF Income &amp; Arbitrage ETF (CCEF), which offers high distribution rates, diversification, and appreciation potential from a portfolio of discounted closed-end funds.</description><pubDate>Thu, 19 Sep 2024 16:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/why-small-cap-stocks-could-surge-after-interest-rate-cuts/</guid><link>https://www.calamos.com/blogs/investment-ideas/why-small-cap-stocks-could-surge-after-interest-rate-cuts/</link><title>Why Small-Cap Stocks Could Surge After Interest Rate Cuts</title><description>Long-awaited rate reductions coupled with the more attractive valuations of small caps make it an opportune time for the asset class and investors, who should consider Timpani Small Cap Growth Fund (CTSIX), which actively pursues the fastest growing companies exceeding expectations to capitalize on potential long-term small-cap appreciation.</description><pubDate>Wed, 18 Sep 2024 18:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/try-a-more-tax-efficient-small-cap-strategy/</guid><link>https://www.calamos.com/blogs/investment-ideas/try-a-more-tax-efficient-small-cap-strategy/</link><title>Try a More Tax-Efficient Small-Cap Strategy</title><description>By bolstering small-cap investments with a tax-conscious strategy, investors can lock in potentially higher after-tax returns.</description><pubDate>Wed, 11 Sep 2024 21:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/skip-the-volatility-with-structured-protection-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/skip-the-volatility-with-structured-protection-etfs/</link><title>Avoid Volatility with Structured Protection ETFs</title><description>Given the ambiguity of the times, investors may want to consider a strategy that enables them to commit to equities while navigating clear of risk factors. The Calamos Structured Protection ETFs can do just that—providing investors upside participation in the S&amp;P 500, Nasdaq-100 and Russell 2000 while minimizing downside volatility.</description><pubDate>Wed, 04 Sep 2024 13:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/the-advantages-of-calamos-structured-protection-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/the-advantages-of-calamos-structured-protection-etfs/</link><title>The Advantages of Calamos Structured Protection ETFs</title><description>Bolstered by their defensive qualities, Calamos Structured Protection ETFs can serve as an alternative to other passive equity investment options.</description><pubDate>Mon, 12 Aug 2024 13:30:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/consistency-through-uncharted-waters/</guid><link>https://www.calamos.com/blogs/investment-ideas/consistency-through-uncharted-waters/</link><title>Consistency Through Uncharted Waters</title><description>We have experienced historic monetary policy shifts and their impact on markets over recent months. While changing interest rates can create challenges for traditional bond strategies, Calamos Market Neutral Income Fund (CMNIX) is designed to address these challenges, allowing investors to enhance their fixed income allocations.</description><pubDate>Fri, 19 Jul 2024 18:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/structured-protection-etfs-the-double-dip-trade-and-buying-beyond-day-one/</guid><link>https://www.calamos.com/blogs/investment-ideas/structured-protection-etfs-the-double-dip-trade-and-buying-beyond-day-one/</link><title>Structured Protection ETFs – The “Double Dip” Trade and Buying Beyond Day One</title><description>Did investors miss the buying opportunity if they didn’t buy Calamos’ Structured Protection ETFs on day one? For certain investors, the answer is a resounding “no” - there are multiple compelling entry points into the market.</description><pubDate>Tue, 09 Jul 2024 19:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/demystifying-calamos-100-percent-downside-protection-etfs/</guid><link>https://www.calamos.com/blogs/investment-ideas/demystifying-calamos-100-percent-downside-protection-etfs/</link><title>Demystifying Calamos’ 100% Downside Protection ETFs</title><description>How can Calamos build an ETF with 100% downside protection and capture upside equity performance? In this short guide, we look under the hood and demystify how Calamos ingenuity has allowed us to construct and deliver these strategies through transparent, cost-effective, liquid and tax-efficient ETF vehicles.</description><pubDate>Mon, 13 May 2024 17:20:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cnwix-does-what-an-em-fund-should-do/</guid><link>https://www.calamos.com/blogs/investment-ideas/cnwix-does-what-an-em-fund-should-do/</link><title>CNWIX Does What an EM Fund Should Do</title><description>Many EM funds are not all they’re cracked up to be, overallocating in developed markets to chase performance or not providing the quality and growth needed to manage risk. We believe Calamos Evolving World Growth Fund (CNWIX) provides the emerging markets profile investors seek: sensible EM country exposures, a higher-growth and higher-quality portfolio, and historically strong performance.</description><pubDate>Thu, 25 Apr 2024 15:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cihex-set-to-capitalize-on-what-were-calling-a-cicada-trade/</guid><link>https://www.calamos.com/blogs/investment-ideas/cihex-set-to-capitalize-on-what-were-calling-a-cicada-trade/</link><title>CIHEX Set to Capitalize on What We’re Calling a “Cicada” Trade</title><description>In a year of uncertainties, CIHEX has taken advantage of a rare opportunity enabling investors to decisively participate in more equity market upside than downside through year end, and there are more good reasons to consider a hedged equity strategy like CIHEX in 2024.</description><pubDate>Wed, 20 Mar 2024 13:28:13 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/calamos-market-neutral-income-consistent-resilient/</guid><link>https://www.calamos.com/blogs/investment-ideas/calamos-market-neutral-income-consistent-resilient/</link><title>No Matter What: CMNIX</title><description>Here’s why we call Calamos Market Neutral Income Fund (CMNIX) both consistent and resilient.</description><pubDate>Fri, 02 Feb 2024 21:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/pursuing-an-expanded-efficient-frontier-with-private-credit/</guid><link>https://www.calamos.com/blogs/investment-ideas/pursuing-an-expanded-efficient-frontier-with-private-credit/</link><title>Pursuing an Expanded Efficient Frontier with Private Credit</title><description>Investors often think of fixed income in terms of “core” and “plus” sectors. We believe that using private credit as a “plus” sector in a fixed income allocation may offer compelling potential benefits.</description><pubDate>Wed, 21 Jun 2023 13:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/unique-cpz-featured-on-cefa-podcast/</guid><link>https://www.calamos.com/blogs/investment-ideas/unique-cpz-featured-on-cefa-podcast/</link><title>‘Unique’ CPZ Featured on CEFA Podcast</title><description>Calamos Long/Short Equity &amp; Dynamic Income Trust (CPZ) stands out for the way it uses equities to support an income stream for investors.</description><pubDate>Tue, 19 Jul 2022 15:30:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/morningstar-remaps-liquid-alts-industry-leading-cmnix-moves-to-new-unrated-category/</guid><link>https://www.calamos.com/blogs/investment-ideas/morningstar-remaps-liquid-alts-industry-leading-cmnix-moves-to-new-unrated-category/</link><title>Morningstar Remaps Liquid Alts, Industry-leading CMNIX Moves to New, 'Unrated' Category</title><description>CMNIX is now in the new Relative Value Arbitrage category, with just eight funds. With such a small set of data points, Morningstar has determined that funds in this category will not be assigned a star rating. </description><pubDate>Thu, 06 May 2021 13:20:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/sorting-out-the-new-new-normal-freund-on-growth-inflation-rates-and-the-positive-climate-for-risk-assets/</guid><link>https://www.calamos.com/blogs/investment-ideas/sorting-out-the-new-new-normal-freund-on-growth-inflation-rates-and-the-positive-climate-for-risk-assets/</link><title>Sorting Out the ‘New New Normal:' Freund on Growth, Inflation, Rates and The Positive Climate for Risk Assets</title><description>The consensus may have it right about the near-term, says  Calamos Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager Matt Freund. But the long-term trend is less clear.</description><pubDate>Thu, 29 Apr 2021 19:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/why-we-believe-overseas-markets-can-lead/</guid><link>https://www.calamos.com/blogs/investment-ideas/why-we-believe-overseas-markets-can-lead/</link><title>Why We Believe Overseas Markets Can Lead</title><description>The Calamos Global Equity Team shares its perspective on the U.S. dollar, global interest rates, emerging markets, Europe, Japan, India, China and other key issues that shape the positioning of the Calamos Global Suite.</description><pubDate>Tue, 20 Apr 2021 22:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/growth-cyclical-barbell-drives-cplix-outperformance-and-grants-2021-bullishness-continues/</guid><link>https://www.calamos.com/blogs/investment-ideas/growth-cyclical-barbell-drives-cplix-outperformance-and-grants-2021-bullishness-continues/</link><title>Growth/Cyclical Barbell Drives CPLIX Outperformance—and Grant’s 2021 Bullishness Continues</title><description>Optimal participation in a disjointed recovery: That’s how Calamos Phineus Long/Short Fund (CPLIX) has been positioned—to investors’ advantage—since the start of the pandemic.</description><pubDate>Mon, 12 Apr 2021 16:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/ctsix-at-age-10-older-wise-and-on-the-lookout-for-more-big-winners/</guid><link>https://www.calamos.com/blogs/investment-ideas/ctsix-at-age-10-older-wise-and-on-the-lookout-for-more-big-winners/</link><title>CTSIX at Age 10: Older, Wiser—and On the Lookout for More ‘Big Winners’</title><description>Calamos Timpani Small Cap Growth Fund Senior Portfolio Manager Brandon M. Nelson looks back on a decade of pursuing and identifying companies capable of fast and underestimated growth--and then ahead to what he believes could be an extended cycle of small cap leadership.</description><pubDate>Fri, 09 Apr 2021 18:20:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cpz-outpaces-sp-500-vxao-and-msci-world-in-q1/</guid><link>https://www.calamos.com/blogs/investment-ideas/cpz-outpaces-sp-500-vxao-and-msci-world-in-q1/</link><title>CPZ Outpaces S&amp;P 500, VXA0 and MSCI World in Q1</title><description>Closed-end fund Calamos Long/Short Equity &amp; Dynamic Income Trust (CPZ) may be an excellent idea for clients concerned about equity market volatility and high current market valuations, and in search of income that is not necessarily tied to high duration or low credit fixed income securities. </description><pubDate>Fri, 09 Apr 2021 16:50:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cgiix-earns-refinitiv-lipper-award-as-best-flexible-portfolio-fund-over-5-years/</guid><link>https://www.calamos.com/blogs/investment-ideas/cgiix-earns-refinitiv-lipper-award-as-best-flexible-portfolio-fund-over-5-years/</link><title>CGIIX Earns Refinitiv Lipper Award as Best Flexible Portfolio Fund Over 5 Years</title><description>Calamos Growth and Income Fund (CGIIX) is recognized for delivering consistently strong risk-adjusted performance relative to its peers.</description><pubDate>Thu, 01 Apr 2021 13:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/niziolek-talks-emerging-markets-and-the-cnwix-book-on-animal-spirits-podcast/</guid><link>https://www.calamos.com/blogs/investment-ideas/niziolek-talks-emerging-markets-and-the-cnwix-book-on-animal-spirits-podcast/</link><title>Niziolek Talks Emerging Markets and the CNWIX Book on Animal Spirits Podcast</title><description>Podcast co-hosts Michael Batnick and Ben Carlson talk to Calamos Co-CIO and Head of International and Global Strategies Nick Niziolek about his team’s work in capitalizing on the innovation and disruption underway in emerging markets.</description><pubDate>Mon, 22 Mar 2021 20:10:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/barrons-qa-features-john-calamos-on-convertibles-appeal/</guid><link>https://www.calamos.com/blogs/investment-ideas/barrons-qa-features-john-calamos-on-convertibles-appeal/</link><title>Barron’s Q&amp;A Features John Calamos on Convertibles’ Appeal</title><description>Is inflation coming back? Are interest rates rising? Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. on the value of using actively managed convertibles to pursue growth in this environment.</description><pubDate>Fri, 19 Mar 2021 20:30:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cgiix-called-one-of-the-7-best-balanced-funds-to-pick-right-now/</guid><link>https://www.calamos.com/blogs/investment-ideas/cgiix-called-one-of-the-7-best-balanced-funds-to-pick-right-now/</link><title>CGIIX Called ‘One of the 7 Best Balanced Funds to Pick Right Now’</title><description>U.S. News and World Report recognition also includes ranking Calamos Growth and Income Fund (CGIIX) #1 among its Morningstar Allocation—70% to 85% Equity Category peers.</description><pubDate>Tue, 16 Mar 2021 14:25:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/more-on-the-dollar-rising-rates-and-what-both-mean-for-emerging-markets/</guid><link>https://www.calamos.com/blogs/investment-ideas/more-on-the-dollar-rising-rates-and-what-both-mean-for-emerging-markets/</link><title>More on the Dollar, Rising Rates and What Both Mean for Emerging Markets</title><description>Nick Niziolek, Calamos Co-CIO and Head of International and Global Strategies, comments on two  prevalent themes of all the questions asked at our March 10 webcast on emerging markets.</description><pubDate>Mon, 15 Mar 2021 16:40:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/when-rates-rose-cicvx-outperformed-both-stocks-and-bonds/</guid><link>https://www.calamos.com/blogs/investment-ideas/when-rates-rose-cicvx-outperformed-both-stocks-and-bonds/</link><title>When Rates Rose, CICVX Outperformed Both Stocks And Bonds</title><description>While fixed income tends to lose value in an environment of rising interest rates, equities in many cases have historically headed the opposite direction. Joe Wysocki, Senior Vice President and Senior Co-Portfolio Manager of Calamos Convertible Fund (CICVX), reviews the active management that led to outperformance of both stocks and bonds as rates rose from August to February.
</description><pubDate>Fri, 05 Mar 2021 17:50:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/rising-rates-dont-intimidate-fixed-income-alt-cmnix/</guid><link>https://www.calamos.com/blogs/investment-ideas/rising-rates-dont-intimidate-fixed-income-alt-cmnix/</link><title>Rising Rates Don’t Intimidate Fixed Income Alt CMNIX</title><description>Rising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).</description><pubDate>Tue, 02 Mar 2021 14:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cpzs-nav-performance-ytd-has-beaten-the-sp-500-vxao-and-msci-world-indexes/</guid><link>https://www.calamos.com/blogs/investment-ideas/cpzs-nav-performance-ytd-has-beaten-the-sp-500-vxao-and-msci-world-indexes/</link><title>CPZ’s NAV Performance YTD Has Beaten the S&amp;P 500, VXAO and MSCI World Indexes</title><description>CPZ offers risk-managed equity exposure in global stock markets, and its active asset allocation allows for investments in income-producing securities, such as preferred stock and high yield bonds, to support monthly distributions.</description><pubDate>Fri, 26 Feb 2021 20:40:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/how-long-could-emerging-markets-lead-see-these-2-charts/</guid><link>https://www.calamos.com/blogs/investment-ideas/how-long-could-emerging-markets-lead-see-these-2-charts/</link><title>How Long Could Emerging Markets Lead? See These 2 Charts</title><description>The data show that emerging markets outperformance cycles have lasted for years. Similarly, weak dollar cycles have been prolonged, also to emerging markets’ advantage.</description><pubDate>Wed, 24 Feb 2021 20:45:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/march-10-webcast-to-make-the-case-of-increasing-clients-exposure-to-emerging-markets/</guid><link>https://www.calamos.com/blogs/investment-ideas/march-10-webcast-to-make-the-case-of-increasing-clients-exposure-to-emerging-markets/</link><title>March 10 Webcast to Make the Case of Increasing Clients’ Exposure to Emerging Markets</title><description>Investment professionals,  join us to hear how our panel , headlined by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. , sizes up today's emerging markets opportunity. We'll discuss secular growth themes (monetary and fiscal stimulus, China’s global leadership, growth and inflation expectations, the weaker dollar, and strengthening liquidity), and the Calamos’ take on several thematic tailwinds  (airlines, EM technology, copper, ESG, and the global payments ecosystem).  </description><pubDate>Wed, 24 Feb 2021 19:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/dont-be-fooled-by-2020s-snapback-the-next-equity-drawdown-could-be-more-typical-longer-and-more-destructive/</guid><link>https://www.calamos.com/blogs/investment-ideas/dont-be-fooled-by-2020s-snapback-the-next-equity-drawdown-could-be-more-typical-longer-and-more-destructive/</link><title>Don’t Be Fooled by 2020’s Snapback—The Next Equity Drawdown Could Be More Typical: Longer and More Destructive</title><description>Notwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown. </description><pubDate>Wed, 17 Feb 2021 20:40:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/a-good-month-for-small-caps-even-better-for-ctsixs-microcaps/</guid><link>https://www.calamos.com/blogs/investment-ideas/a-good-month-for-small-caps-even-better-for-ctsixs-microcaps/</link><title>A Good Month for Small Caps, Even Better for CTSIX’s Microcaps</title><description>The staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.</description><pubDate>Fri, 12 Feb 2021 14:05:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/grant-on-minimizing-risk-when-shorting-stocks/</guid><link>https://www.calamos.com/blogs/investment-ideas/grant-on-minimizing-risk-when-shorting-stocks/</link><title>Grant on Minimizing Risk When Shorting Stocks</title><description>It's important to understand both the fundamentals and the kind of stock to be shorted, says  Calamos Co-CIO Michael Grant, Head of Long/Short Strategies and Senior Co-Portfolio Manager.</description><pubDate>Mon, 01 Feb 2021 22:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/question-marks-on-the-horizon-but-no-worries-calamos-fixed-income-team-is-positive-always-selective/</guid><link>https://www.calamos.com/blogs/investment-ideas/question-marks-on-the-horizon-but-no-worries-calamos-fixed-income-team-is-positive-always-selective/</link><title>Question Marks on the Horizon but No Worries: Calamos Fixed Income Team Is Positive, Always Selective</title><description>Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Charles E. Carmody, CFA, Vice President, Co-Portfolio Manager and Senior Fixed Income Trader, and Christian Brobst, Vice President and Associate Portfolio Manager, on today’s opportunities, providing sufficient compensation for the risk to be taken.</description><pubDate>Fri, 29 Jan 2021 18:55:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/unconcerned-by-rising-rates-and-cheering-volatility-cmnix-pms-like-2021-so-far/</guid><link>https://www.calamos.com/blogs/investment-ideas/unconcerned-by-rising-rates-and-cheering-volatility-cmnix-pms-like-2021-so-far/</link><title>Unconcerned by Rising Rates and Cheering Volatility, CMNIX PMs Like 2021 So Far</title><description>Multiple catalysts—including ongoing political and social issues, corporate earnings announcements, COVID-19 itself/vaccine delays, equity valuations and social media’s continued role in the markets—have the potential to create short-term market shocks this year.</description><pubDate>Thu, 28 Jan 2021 20:00:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/liquid-alts-in-2020-finally-the-market-test-that-many-have-been-waiting-for/</guid><link>https://www.calamos.com/blogs/investment-ideas/liquid-alts-in-2020-finally-the-market-test-that-many-have-been-waiting-for/</link><title>Liquid Alts in 2020: Finally, the Market Test That Many Have Been Waiting For</title><description>The majority of liquid alternative categories outperformed the S&amp;P 500 during the drawdown last year, but there’s much more to know—AUM, returns, performance dispersion, flows—about alts in 2020. Our annual review has it all, and interactive charts to enable your own analysis.</description><pubDate>Thu, 28 Jan 2021 16:15:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/strong-performance-positive-outlook-prompts-dividend-increases-in-5-calamos-closed-end-funds/</guid><link>https://www.calamos.com/blogs/investment-ideas/strong-performance-positive-outlook-prompts-dividend-increases-in-5-calamos-closed-end-funds/</link><title>Strong Performance, Positive Outlook Prompts Dividend Increases in 5 Calamos Closed-end Funds</title><description>Attractive and sustainable distributions enable CHI, CHY, CCD, CSQ and CPZ shareholders to 
better participate in the portfolios’ returns.
</description><pubDate>Tue, 26 Jan 2021 18:55:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/feb-4-webcast-to-focus-on-putting-convertibles-to-work-to-anticipate-the-new-years-new-risks/</guid><link>https://www.calamos.com/blogs/investment-ideas/feb-4-webcast-to-focus-on-putting-convertibles-to-work-to-anticipate-the-new-years-new-risks/</link><title>Feb. 4 Webcast to Focus on Putting Convertibles to Work to Anticipate the New Year’s New Risks</title><description>Investment professionals, you’ll learn about evolving convertible market dynamics (including near-record levels of issuance and new issuers) and the additive effect of actively managed convertibles as a risk-managed allocation.</description><pubDate>Fri, 22 Jan 2021 21:45:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/cplixs-grant-looks-for-sustained-equity-gains-and-maybe-a-correction-or-two/</guid><link>https://www.calamos.com/blogs/investment-ideas/cplixs-grant-looks-for-sustained-equity-gains-and-maybe-a-correction-or-two/</link><title>CPLIX’s Grant Looks for Sustained Equity Gains…And Maybe a Correction or Two</title><description>This is not a mirage, says Michael Grant, Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies. Risk assets will be supported by the strongest year for global GDP in more than two decades. This is one of the best backdrops for sustained gains in years.</description><pubDate>Fri, 22 Jan 2021 20:25:00 Z</pubDate></item><item><guid isPermaLink="true">https://www.calamos.com/blogs/investment-ideas/with-the-market-signaling-heightened-volatility-ahead-cihex-is-poised-for-a-breakout-in-either-direction/</guid><link>https://www.calamos.com/blogs/investment-ideas/with-the-market-signaling-heightened-volatility-ahead-cihex-is-poised-for-a-breakout-in-either-direction/</link><title>With the Market Signaling Heightened Volatility Ahead, CIHEX Is Poised for a Breakout in Either Direction</title><description>Much of the value created with the active approach of Calamos Hedged Equity Fund  (CIHEX) comes in periods after larger market moves. The fund has the ability to create that extra edge, to capture a higher percentage of up moves than down moves.</description><pubDate>Thu, 21 Jan 2021 21:20:00 Z</pubDate></item></channel></rss>