Calamos Investment Team Outlooks, January 2024
Entering 2024, our teams see many opportunities across asset classes but remain vigilant to risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.
Read PostEntering 2024, our teams see many opportunities across asset classes but remain vigilant to risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.
Read Post2024 will be different from 2023 because the balance between inflation, disinflation and the rising possibility of deflation is more nuanced. We suspect the revived bullish mood climaxes in coming weeks, giving way to a (possibly hard) consolidation into spring.
Read PostCalamos Market Neutral Income Fund (CMNIX) continued to demonstrate its potential benefits as a fixed income alternative. With little exposure to interest rate risk or opportunity, we believe our approach offers a compelling alternative for investors worried about interest rate volatility.
Read PostThe rise in interest rates, paired with a benign equity volatility environment, provided a beneficial environment for Calamos Hedged Equity Fund (CIHEX) during 2023. We believe our flexible approach can continue to provide an important edge.
Read PostTo address the challenges of an environment that we believe increasingly warrants enhanced diversification, Calamos recently introduced Calamos Merger Arbitrage Fund (CMRGX), which we believe provides a compelling way to combat equity market and interest rate volatility.
Read PostCalamos Convertible Fund (CICVX) investment team members Jon Vacko and Joe Wysocki were excited to see convertible new issuance accelerate in 2023. Investment-grade companies were particularly active and came to the convertible market at a more rapid pace not seen in years. They believe the convertible market will broaden in 2024 as a sizable amount of traditional debt matures.
Read PostEli Pars, CFA, believes new issues will be a potential bright spot for the convertible market and Calamos Global Convertible Fund (CXGCX) over the next year or two, with a particularly intriguing opportunity in investment-grade convertibles.
Read PostJohn Hillenbrand, CPA, believes 2024 will be the beginning of the end of the normalization process as the extraordinary Covid measures unwind. Given expectations of slowing but positive economic growth over the next year, his team is assessing the investment opportunities for Calamos Growth and Income Fund (CGIIX), focusing on real growth and return-improvement areas.
Read PostThe investment team of Calamos Growth Fund (CGRIX) explain why they believe the fund will be well served by its focus on what they consider to be quality growth companies, including positions in leading technology companies and health care innovators.
Read PostBrandon Nelson, CFA, shares his perspective on the strong performance of small caps during the fourth quarter, his outlook and discusses how Calamos Timpani Small Cap Growth Fund (CTSIX) and Calamos Timpani SMID Growth Fund (CTIGX) are positioned for the opportunities he sees.
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