On The Blogs

Investment Ideas

Revisiting the Half Caff Alternative Allocation in a Dramatically Different Environment

April 13, 2018

Here’s how an income and equity alternative allocation performed in the volatile first quarter of 2018.

Investment Team Voices

Asset Allocation Amid “Record Breaking” Noise

March 28, 2018

There’s nothing like a record-breaking day in the markets to make investors worry—either that they are missing out on gains others are getting or that they need to sell everything now. John P. Calamos, Sr. puts short-term moves into perspective and speaks to the benefits of diversification.

Newsletters

Newsletter

Calamos Alternative Snapshot

April 09, 2018

Could Alts Help Buck a Low Single-digit Return Future

Newsletter

Calamos EM Snapshot

April 20, 2018

Emerging markets—and Asia in particular—are the best place to gain exposure to technology outside of the United States, according to Epoch Investment Partners. EM in general is trading at attractive valuations relative to the U.S. But this “markdown” is difficult to justify given the similar fundamentals (dividend yield, EPS growth, RoE...) of EM and DM technology, Epoch writes.

The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.

The Morningstar Foreign Large Growth Category is comprised of funds that seek capital appreciation by investing in large international stocks that are growth-oriented. Large-cap foreign stocks have market capitalizations greater than 5 billion. Growth is defined based on high price/book and price/cash flow ratios, relative to the MSCI EAFE Index. These funds typically will have less than 20% of assets invested in U.S. stocks.