Strategy Spotlight
Small caps aren’t done running
The market is broadening, and small caps are out front. See how we find the growth analysts keep underestimating.
Now Available
The hedge built to move with the market
Most hedged equity strategies roll the same structure every quarter. Go inside an actively managed approach that reshapes the hedge as volatility and interest rates shift.
Exclusive Research
What 21,000 deals reveal about private credit risk
Loss frequency, coverage ratios, and the metrics that actually signal credit health. A data-driven look at why conditions may be stabilizing.
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Insights & commentary
Timely insights and perspectives from our investment team to help you navigate today's evolving markets.
Convertibles
Convertibles in high gear
Calamos Founder and Global Co-CIO John P. Calamos, Sr. on the key trends in the convertible market, from strong returns and soaring new issuance to the rising dominance of AI names, and why security selection matters more than ever.
Featured • A Q&A with John P. Calamos, Sr.
Investment Strategies
Built to run while bonds limp along
Record convertible issuance and a rate environment that pays to stay hedged. Both worked this quarter.
Blog • 4 min read
Market Commentary
Everything shaken, little stirred
Two years of shocks changed nothing underneath. See why the AI trade still dominates, and what could finally unseat it.
Blog • 4 min read
Autocallable ETFs
Beyond the coupon
A structured-note staple has moved into ETFs. Here's what separates a well-built one from the rest.
Article • 4 min readToday for tomorrow.
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Morningstar Ratings™ are based on risk-adjusted returns and are for the share class listed and will differ for other share classes. Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. Each fund is rated exclusively against US domiciled funds. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Source: ©2026 Morningstar, Inc.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted.