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 PostThe investment management team of Calamos Global Convertible Fund remains cautious and prepared for continued volatility. Co-CIO Eli Pars discusses the opportunities the investment team is finding, including in new investment-grade issues.
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 first quarter delivered plenty of volatility and rotation, but by the time the dust settled, market participants seemed to be taking things in stride. Markets are likely to prove challenging day-to-day, but our teams continue to find opportunities across asset classes, market caps and geographies.
Read PostCalamos Convertible Fund continues to emphasize balanced convertibles that offer attractive levels of upside participation and potential downside risk mitigation. The team is also finding opportunities in convertibles with more pronounced bond characteristics.
Read PostThe Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.
Read PostThe investment style headwinds that have challenged CTSIX and CTIGX over recent months show signs of abating, and falling correlations bode well for savvy, fundamentally driven approaches, according to Senior Portfolio Manager Brandon Nelson.
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