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 PostMuch 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.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostInvestment professionals, join us for a January 2020 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.
Read PostWe 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 PostThe 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 PostIt’s volatile, uncertain markets like these that Calamos’ risk-managed approach anticipates. Managing volatility is our specialty, as demonstrated by fund performance through the third quarter of 2020.
Read PostThe recent surge of flows into the Morningstar Options-based category reflects investment professionals' anticipation of equity market volatility--and a desire to potentially limit loss during market drawdowns.
Read PostDownload 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.
Read PostThe team is on alert to take advantage of dislocations that may present themselves in a market that includes plenty of anomalies and as we head toward the third quarter earnings season and the national elections.
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