The 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 PostCo-CIO Eli Pars discusses how our team is positioning Calamos Market Neutral Income Fund and Calamos Hedged Equity Fund.
Read PostThere is a further mild upside for equities, but equities are not in a new bull market, according to Michael Grant, Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Beyond summer, rising volatility seems inevitable as investors await the resolutions of key debates, including the one over Fed policy.
Read PostSuccess in the coming decade will depend on tactical approaches to equity allocation, making this an advantageous environment for Calamos Phineus Long/Short Fund (CPLIX), according to Co-CIO Michael Grant.
Read PostMichael Grant and Glen Ingalls share their views on AI and how Calamos Phineus Long/Short Fund is positioned to potentially benefit.
Read PostCo-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.
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 PostEconomic resilience will be the surprise in coming quarters, according to Michael Grant, Co-CIO and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Grant discusses his expectation that equities can grind higher, but returns will be muted.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
Read PostDespite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
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