February CIO Call Series Replays Now Available
February 24, 2022
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
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Investment Ideas
Don’t Be Fooled by 2020’s Snapback—The Next Equity Drawdown Could Be More Typical: Longer and More Destructive
February 17, 2021
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.
Read PostVolatility Is Our Specialty, 2020 Confirms
Brandon M. Nelson, Eli Pars, Jason Hill, John Hillenbrand, Michael Grant
December 14, 2020
We revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read PostHow 2020 Makes the Case for Staying Invested
November 16, 2020
The market moved fast in both directions in 2020. The S&P 500 plunged into a bear market in a record 16 days and then recovered in a record 126 days. Through November 13, it's posted 11 all-time highs. Fortunately, there’s an alternative to hopping in and out of stocks, hoping to outfox the market.
Read PostSaw-toothed Markets, Elevated Volatility and Leadership Rotation—Our View of the Opportunities Ahead
September 14, 2020
The Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostAnticipating 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."
Read PostCalamos on the Markets: CIO Conference Call Series Resumes
July 28, 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 convertibles, liquid alternatives, U.S. and international /emerging markets equities, and fixed income.
Read PostWith Soaring Global Convertible Issuance as the Backdrop, CXGCX Outperformed Equity and Convertible Markets
July 27, 2020
Global convertible issuance has soared in 2020, and Calamos Global Convertible Fund (CXGCX) has outperformed both its index and global equities year-to-date.
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