Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.
Read PostSenior Co-Portfolio Manager Joe Wysocki discusses the exciting issuance trends in the convertible market and the opportunities convertibles provide for risk-managed growth.
Read PostIn its new paper, “Investing in China’s Clean Energy Transition,” the Calamos Sustainable Equities Team discusses how they identify opportunities in a complex environment.
Read PostAs US companies spend on AI buildout, international companies are reaping the rewards, explains Co-CIO Nick Niziolek.
Read PostEngagement is an integral part of the Calamos Sustainable Equities Team’s research process. The sustainability dialogues sharpen the team’s investment conviction in ways no third-party data source can replicate.
Read PostCo-CIO Michael Grant reviews the fragile yet decisive truce that has emerged between the United States and Iran, and the implications for equity markets as the countries prioritize a political solution to the conflict. He explains why the relief rally in the wake of the ceasefire is genuine while not altering the broader framework he sees for 2026.
Read Post“There are always opportunities for long-term investors,” says Founder and Global CIO John P. Calamos, Sr. Drawing on lessons from the volatile 1970s, John shares five takeaways for navigating today’s geopolitical uncertainty and market volatility—emphasizing risk management, diversification, and staying invested. He goes on to share how our investment teams are navigating crosscurrents and uncovering opportunities across equities, convertibles, fixed income, and alternatives.
Read PostCalamos Phineus Long/Short Fund manager Michael Grant warns that the US-Iran conflict has accelerated an anticipated market correction, creating stagflationary pressures and narrowing the margin for error. He favors energy infrastructure and defense while urging discipline and caution ahead of autumn midterm elections.
Read PostDespite a volatile Q1 marked by rising geopolitical tensions, the Calamos Timpani funds—focused on secular growers insulated from cyclical pressures—outperformed their benchmarks and category averages. Small caps broadly bucked historical trends, buoyed by low valuations, M&A activity, and accelerating earnings growth.
Read PostDespite elevated geopolitical risks resulting from the Iran conflict, the Calamos global equity team maintains conviction in international opportunities while selectively adjusting toward defensive positioning. They highlight optical networking, robotics, and space as secular growth themes with especially strong near-term investment tailwinds.
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