The 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 PostLow interest rates and central bank distortions have been the hallmark of the post-2008 era. The past quarter was notable for the sense that this landscape is giving way to something quite different, with real interest rates attaining their highest levels in two decades. In his latest commentary, Michael Grant sorts out the implications of this “new normal.”
Read PostIn his Q3 Investment Team Outlook, Michael Grant discusses the “harder” challenges confronting investors in the latter part of 2023, which underscore the portfolio’s emphasis on a mix of select quality GARP opportunities and cyclicals that appear too cheap in the absence of a near-term recession.
Read PostAs 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 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.
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