Co-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 PostThe dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROI will be well positioned in an environment where quality is rewarded and risk management matters.
Read PostESG opportunities with robust returns on investment can be found even in industries with discernable environmental and societal constraints. However, due diligence is key. Using the chemicals industry as an example, the Calamos Sustainable Equities Team demonstrates why proprietary research—not third-party ratings—drive authentic and credible ESG portfolio construction.
Read PostOption skew is at its flattest level in 10 years, which creates challenges for hedged equity strategies. Our alternatives team explains what’s happening and why they maintain conviction in their approach.
Read PostAt Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
Read PostEconomic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostStyle factors—such as growth, value, momentum and beta—are important in explaining the return and risk of a security. The Calamos Global Team discusses how style factors can provide a context for understanding past and prevailing market environments, including the conditions we’ve seen since 2020’s lows.
Read PostIn April, the Calamos Global Equity Team explained why a repeat of the 2013 “Taper Tantrum” experience is unlikely. It seems we’re in good company, with a recently published Fed research note echoing our sentiments.
Read PostNick Niziolek discusses how the visible hand of China’s Communist Party has disrupted the once-lucrative market for after-school-tutoring, and why Beijing’s move could have an important impact on Chinese consumer activity—and investment opportunity.
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