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.
Read PostClients who retired early to avoid more work drama are likely not signing up for investment drama, and your selection of Calamos Global Opportunities Fund (CGCIX) has the potential to help with that.
Read PostConvertible securities continue to be an attractive means of taking a more measured approach to the equity market.
Read PostDouble-digit returns have followed previous drawdowns.
Read PostThe Convertible Price Track illustrates the theoretical relationships between a convertible bond’s price and the par value of the bond as the underlying stock price rises or falls. Now it's animated!
Read PostHeavy allocations to traditional income—funds in Morningstar’s World Allocation category may allocate as much as 50% to bonds—can make a core global allocation fund vulnerable in a rising rate environment.
Read PostThe 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."
Read PostDownload this whitepaper to learn how Calamos Global Opportunities Fund (CGCIX) targets companies with higher-growth and higher-quality attributes.
Read PostHave it your way: Calamos’ six actively managed open-end funds use convertibles to support a variety of asset allocation goals.
Read PostConverts were “almost tailor-made for the circumstances of spring 2020,” and it’s easy to “imagine future economic dislocations on the horizon,” according to The Economist on July 10. The coverage focuses on convertible bonds as a “flexible source of capital,” offering advantages over straight debt or equity for both issuers and investors.
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