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Investment Ideas

Investment Ideas | Calamos Investments

‘Experience Will Matter More from Here,’ Says Fixed Income Head Matt Freund

A differentiated perspective matters in fixed income investing, says Calamos Co-Chief Investment Officer and Head of Fixed Income Strategies Matt Freund, CFA.Read Post
Investment Ideas | Calamos Investments

The New Money Conundrum

The advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?

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Investment Ideas | Calamos Investments

More Upside for Equities? CPLIX’s Grant Makes The Case

Days away from the start of the fourth quarter of 2017, Calamos long/short portfolio manager Michael Grant says he expects equities to move higher.

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Investment Ideas | Calamos Investments

Convertibles: Why Limit Yourself to Less Than Half the Market?

The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.

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Investment Ideas | Calamos Investments

How Fed Move Will Impact Economy, Financials

Quantitative tightening could be good for the financials sector, says Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.

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Investment Ideas | Calamos Investments

There’s an Alternative to Cash: Market Neutral

Investor allocations to cash reflect the discomfort with the stock market. One alternative is to rely on the hedging of equities to produce return over varying market cycles—to be market neutral.

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Investment Ideas | Calamos Investments

Not Every Alternative Fund Is Pricey

Don’t let price be what keeps you from learning more about what this market neutral fund can do for clients’ portfolios.

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Investment Ideas | Calamos Investments

How Flexibility Has Led to CPLIX Performance Consistency

Market risk can’t be diversified away but it can be hedged. See how the flexible approach of the eighth oldest long/short fund has allowed for capital preservation, helping investors remain invested.

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Investment Ideas | Calamos Investments

Diversifying Credit Risk within Fixed Income

Diversification—the inclusion of a fixed-income alternative, for example—can help mitigate the impact of spreads widening when the time comes.

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Investment Ideas | Calamos Investments

Now Try This: How 2 Alts Handle Volatility in a Retirement Portfolio

Using a 100% alternative allocation to draw down retirement assets.

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