Blogs

Investment Ideas

  • July 21, 2024

    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.

  • July 19, 2024

    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.

  • July 19, 2024

    Considering the favorable environment for small caps, Structured Protection ETFs present an opportunity for investors seeking both growth potential and downside protection. Here are three reasons to Consider the Calamos Russell 2000 Structured Alt Protection ETF – July (ticker: CPRJ) now.

  • July 12, 2024

    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.

  • July 11, 2024

    There is a strong possibility of rate cuts in 2024. Historically, after the Fed’s first rate cut, stocks across all market caps tended to rally, but small caps historically outperform.

Investment Team Voices

  • July 5, 2024

    In the second half of 2024, we are prepared for choppiness with the approach of the presidential election, the outcome of which could have far-reaching implications for the economy. We are confident in our ability to navigate the crosscurrents and are encouraged to see markets attentive to individual company fundamentals. With an introduction from Founder and Global CIO John P. Calamos, Sr.

  • July 5, 2024

    Employment markets recovered. Corporate profit margins are peaking but stable. Earnings can advance 5% or so in a not-so-terrible world of 5% nominal GDP. We are benignly moving beyond the unusual contours of the post-pandemic years, leaving open for debate, “What is normal?”

  • July 5, 2024

    The fund continues to outperform the traditional bond market thanks to an alternative approach that is not vulnerable to the interest rate risks that confront bonds. And we believe the fund’s recent and long-term performance also demonstrates the merits of our approach as an alternative to cash.

  • July 5, 2024

    Last year, we had the opportunity to establish an especially attractive option trade to pursue 65% of the market’s upside with just 35% of the downside at its expiration in December 2024. While the 65/35 trade served us well, we look to the future and the many scenarios that may evolve, taking advantage of whatever the market brings.

  • July 5, 2024

    We remain optimistic that overall economic growth, inflation, and monetary policy trends will normalize along their current trajectories, providing a tailwind for risk assets. We are investing in companies exposed to AI, productivity enhancements, and cybersecurity trends. We expect the convertible market will participate in these fast-growing trends for years to come.