Why pursue growth overseas? 1) Growth matters because it consistently outperforms everywhere. 2) Growth overseas is scarce, making it a key diversifier. 3) And valuations are their lowest in a decade. Calamos International Growth Fund (CIGIX) has outpaced its benchmark and peers by delivering a world of growth to investors.
Read PostThe Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostInvestors often think of fixed income in terms of “core” and “plus” sectors. We believe that using private credit as a “plus” sector in a fixed income allocation may offer compelling potential benefits.
Read PostAs inspired by the chronic overreactor Frank Costanza of Seinfeld fame, our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g., inflation, rates, recession) that have challenged investor resolve this year. Our message is unchanged: history shows that the best strategy is to stay invested.
Read PostActively managed Calamos Hedged Equity Fund (CIHEX) is managed to pursue equity returns in all environments—and as windows of opportunities open and close.
Read PostThis is an environment where Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies Michael Grant favors “tactical risk management nuance” as opposed to outright defensiveness. The journey from inflation anxiety to inevitable recession, he says, will include periods where equities will do quite well.
Read PostDouble-digit returns have followed previous drawdowns.
Read PostLarge caps' outperformance advantage shrunk in May, and small caps are leading mid-June. Small caps, and especially micro caps, are due to resume their market leadership, says Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostTo reduce vulnerability to rising rates but also to build in some equity upside, retirement benefits consultants are gravitating toward Calamos Market Neutral Income Fund (CMNIX) to fund cash balance plans.
Read PostA single subscription will provide you a weekly update on what's new on the Investment Team Voices (featuring perspectives from Calamos Investment Team professionals) and Investment Ideas (featuring actionable ideas from Calamos Product Management, Distribution and Marketing) blogs.
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