As traditional bonds continue to struggle, Calamos Market Neutral Income Fund has kept its footing, thanks to an approach with little interest rate opportunity or risk. Co-CIO Eli Pars explains how the fund’s blend of arbitrage and hedged equity strategies have positioned the fund for success.
Read PostWhether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.
Read PostHow have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.
Read PostSustainable commodities may seem like a contradiction in terms, but the Calamos Sustainable Equities Team explains why it doesn’t have to be, thanks to innovative companies that source commodities from natural capital-rich regions through inventive techniques that add value and mitigate negative impacts on local ecosystems.
Read PostChina, the world’s largest cleantech investor, is home to companies on the cutting edge of sustainable themes, such as renewable energy and electric vehicles. But caution is still warranted. The Calamos Sustainable Equities team discusses the opportunity set and how it aligns with their risk-aware, quality-focused approach.
Read PostESG-friendly transformations are happening all across the economy—not only in newer companies and growth industries but also among well-established bellwethers in cyclical sectors.
Read PostGeopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.
Read PostSince we first began managing sustainable portfolios, we’ve seen that companies that demonstrate ethical behavior not only in “easy times” but also in times of upheaval and show a commitment to the people in the markets they serve are ultimately better positioned to thrive.
Read PostAfter a “U.S. Trifecta” (vaccine rollout, fiscal stimulus and accelerating economic data) pushed the dollar higher in 1Q, the trend is reversing—as the Calamos Global Team anticipated. In this post, we revisit the team’s outlook and discuss how a weak dollar regime provides tailwinds for international equities.
Read PostAlex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
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