US households and businesses are in robust health with balance sheets in their best shape in decades. Calamos Phineus Long/Short Fund (CPLIX) has been highly tactical around key positioning narratives, leaning into several AI themes while maintaining a modest level of net equity exposure.
Read PostTraditional bonds came under considerable pressure during the first quarter as investors cheered the continued growth in the economy and anticipated interest rate cuts. In sharp contrast, Calamos Market Neutral Income Fund (CMNIX) demonstrated the benefits of an approach with little interest rate opportunity or risk.
Read PostDespite several negative outliers in January, we see sustained economic growth and a more stable rate environment providing catalysts for companies to enter mergers. As of quarter-end, Calamos Merger Arbitrage Fund (CMRGX) held securities associated with 31 deals or potential deals.
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