Success 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 PostA lot of attention has been given to what the mega caps are doing with AI, but there are many opportunities for small- and mid-cap companies in the rapidly evolving AI ecosystem. Senior Portfolio Manager Brandon Nelson takes a closer look.
Read PostMichael Grant and Glen Ingalls share their views on AI and how Calamos Phineus Long/Short Fund is positioned to potentially benefit.
Read PostPrivate credit is a big house, and the direct lending sector is only one room inside. The private credit asset class is virtually as diverse as the global economy, explains Aksia LLC. Private credit can offer opportunities for yield and income, and several sectors of the private credit asset class may offer compelling potential throughout the market cycle.
Read PostThe Calamos Sustainable Equities Team considers both financial and nonfinancial data to identify opportunity and manage risk. The team explores how stock exchanges are working to improve and increase nonfinancial data, including ESG data.
Read PostHow have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.
Read PostSustainable commodities may seem like a contradiction in terms, but the Calamos Sustainable Equities Team explains why it doesn’t have to be, thanks to innovative companies that source commodities from natural capital-rich regions through inventive techniques that add value and mitigate negative impacts on local ecosystems.
Read PostChina, the world’s largest cleantech investor, is home to companies on the cutting edge of sustainable themes, such as renewable energy and electric vehicles. But caution is still warranted. The Calamos Sustainable Equities team discusses the opportunity set and how it aligns with their risk-aware, quality-focused approach.
Read PostSustainable investment managers are often scrutinized for their supposed lack of investment in the energy sector. The Calamos Sustainable Equities Team invests in energy innovation, albeit in different ways than the ratings firms define it today. The team explains how their approach to energy reflects a risk-managed approach to quality growth opportunities.
Read PostCo-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.
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