While many companies are still defining their business case for AI, the possibilities appear limitless. However, the viability of AI’s rapid progression will depend on data center advancements that mitigate energy and resource use—and this is where we see tremendous investment opportunities.
Read PostAs traditional bonds continue to struggle, Calamos Market Neutral Income Fund has kept its footing, thanks to an approach with little interest rate opportunity or risk. Co-CIO Eli Pars explains how the fund’s blend of arbitrage and hedged equity strategies have positioned the fund for success.
Read PostWhether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.
Read PostFor more than 50 years, Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. has helped investors achieve their long-term asset allocation goals. In this post, he shares some basic principles that he believes can position investors for success year in and year out.
Read PostThere are two key factors revealing a clear trend in upward momentum for Timpani Small Cap Growth fund (CTSIX).
Read PostWe see investors give greater attention to company-specifics and believe our teams are well-equipped to perform in an environment that favors individual security selection, discipline, and the insight to identify themes that are transforming the world. With an introduction from Founder and Global CIO John P. Calamos, Sr.
Read PostUS 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 PostMarkets can move quickly, and static, rules-based strategies can expose investors to risks and limit upside. In contrast, we believe our active approach and decades of options experience gives us an edge. Our ability to adjust trades as conditions warrant sets Calamos Hedged Equity Fund (CIHEX) apart.
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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