There 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 PostThere’s growing buzz around biodiversity as a new environmental metric, but the Calamos Sustainable Equities Team has long understood that nature-related risks can impact business strategies.
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 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.
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