As rising interest rates delivered a blow to traditional bonds during the quarter, CMNIX once again demonstrated the benefits of not being at the mercy of interest rate moves.
Read PostThe lack of diversification benefits between stocks and bonds seems to be a recurring theme in our post-zero-percent interest-rate world. Given this backdrop, we believe the case for Calamos Hedged Equity Fund remains as strong as ever.
Read PostThe combination of oil prices, Fed policy, and political uncertainty all make for a questionable growth outlook in 2024. Nonetheless, we will stick to our fundamental process and work to maintain the best risk/reward profile possible. And we expect a convertible issuance boost in 2024 as companies seek to refinance maturing debt.
Read PostWe’ve got a healthy degree of skepticism that the stock market can rip further from here. Nevertheless, we’re confident we can continue to find select opportunities for Calamos Global Convertible Fund, supported by bottom-up selection and encouraging issuance.
Read PostCo-CIO Eli Pars discusses how our team is positioning Calamos Market Neutral Income Fund and Calamos Hedged Equity Fund.
Read PostThe investment management team of Calamos Global Convertible Fund remains cautious and prepared for continued volatility. Co-CIO Eli Pars discusses the opportunities the investment team is finding, including in new investment-grade issues.
Read PostCo-CIO Eli Pars discusses the macroeconomic environment and where the investment team of Calamos Market Neutral Income Fund and Calamos Hedged Equity Fund is finding opportunities.
Read PostSenior co-portfolio managers Eli Pars and Joe Wysocki discuss the diverse opportunities in the global convertible market. They explain how convertible securities can provide tailwinds to help investors counter the headwinds of rising rates and equity market volatility.
Read PostInflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostEconomic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
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