Calamos Founder and Global Co-CIO John P. Calamos, Sr. shares his perspective on the key trends in convertible market from strong returns and soaring new issuance to the rising dominance of AI names and how investors can take advantage of the opportunities ahead.
Read PostCalamos Active Hedged Equity ETF’s dynamic hedging approach is designed to capitalize on changing markets and volatility in ways that static approaches can’t. Senior Co-Portfolio Manager Dave O’Donohue speaks to the advantages that CHDG brings.
Read PostAutocallable ETFs are expanding rapidly within the derivative-income market. Head of ETFs Matt Kaufman outlines seven key questions advisors should ask when evaluating these ETFs, highlighting Calamos's CAIE and CAIQ as disciplined, transparent options built on volatility-targeted, laddered index structures.
Read Post“Markets never move in a straight line, even when they are trending upward over time,” notes Founder and Global CIO John P. Calamos, Sr. in his July introduction to the Investment Team Outlooks. Amid record convertible issuance and broadening equity leadership, he emphasizes vigilance around Fed policy, geopolitical risk, and portfolio rebalancing.
Read PostCMNIX outperformed bonds in Q2 and year to date, driven by gains across convertible arbitrage, hedged equity, merger arbitrage, and SPAC arbitrage. Record convertible issuance, including Alphabet's landmark deal, and a favorable merger environment support the fund’s multi-strategy, market-agnostic approach to steady performance.
Read PostGlobal equities rallied in Q2 2026, led by emerging markets and earnings-driven growth stocks. The Calamos global team sees fundamentals, not momentum, powering markets, and diversifies across secular, cyclical, and defensive growth themes, including AI infrastructure, healthcare, and emerging-market consumption. Inflation and geopolitical risks remain key watch points.
Read PostMarkets in 2026 hover between resilient earnings and narrow, momentum-driven gains, with valuations near dot-com-era extremes. SROIX favors diversified, quality companies with strong balance sheets and reasonable valuations across sectors and geographies, positioning for resilience when momentum inevitably reverses and market participation broadens.
Read PostElevated rates and narrow, whipsawing market breadth continue to align well with Calamos Hedged Equity Fund’s dynamic approach. The team rolled its base hedge to December 2027, targeting 60%–65% upside and 35%–40% downside participation, while actively trading around the edges to enhance returns.
Read PostCalamos Global Convertible Fund (CXGCX) gained 14.5% in Q2, outperforming both the FTSE Global Convertible Index and MSCI World Index. Record convertible issuance, led by Alphabet's $19.3 billion deal, created opportunities to rebalance. The team remains optimistic but cautious given geopolitical uncertainty and late-cycle risks ahead.
Read PostThe mid-cycle expansion continues as the energy shock fades, with inflation moderating gradually. AI infrastructure drove earnings, but leadership is broadening into financials, industrials, and health care. Calamos Growth and Income Fund outperformed the S&P 500, rebalancing toward a more diversified, risk-aware positioning.
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