Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager, outlines some of the pros and cons of Modern Monetary Theory—and why it might be a potential funding option for proposed economic initiatives in the U.S.

Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager, elaborates on three common mistakes being made by investors in today’s markets—resulting in poor timing, taking on too much risk and missed opportunities.

In the words of Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies and Senior Co-Portfolio Manager, there’s no such thing as the bond market. Instead, it’s “a market of bonds” that vary based on their defining characteristics—including quality, duration, income, prepayment terms and more—and each will behave differently.

Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), reminds investors that not all great companies turn out to be great stocks as well.

In this Q&A video, Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), describes the core components of fundamental momentum: sustainable growth and underestimated growth.

Watch as Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), explains why he sees his team’s sell discipline as a competitive advantage.

Brandon Nelson, Senior Vice President, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), discusses the potential for disproportionate rewards when investing in small cap stocks.

In a strong equity market, some convertibles can have a high degree of participation, but can also leave clients exposed to downside risk. Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, explains how active management helps “create a portfolio that has the optimal risk/reward throughout the full market cycles.”

Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, points out that convertibles have historically produced positive total returns during rising rate environments that traditional fixed income has struggled with.