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Investment Ideas

Investment Ideas | Calamos Investments

Why It’s Time for a Balanced Fund Alternative

How Calamos Growth & Income Fund (CGIIX)—which distinguishes itself from balanced funds by its use of convertible securities—stepped through a volatile Q1 2018.

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Investment Ideas | Calamos Investments

Revisiting the Half Caff Alternative Allocation in a Dramatically Different Environment

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

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Investment Ideas | Calamos Investments

Understanding The Long/Short Funds Category: Infographic

Trouble understanding the Morningstar Long/Short Equity Category? This infographic explainer will help.

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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

CPLIX’s Rich 15-year History

With a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.

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Investment Ideas | Calamos Investments

Consistency: Why These 2 Alts Deserve to Be Part of a Core Allocation

Has CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?

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Investment Ideas | Calamos Investments

Jumpy Markets? This ‘Half Caff’ Blend Cuts Back on the Volatility While Pursuing Better Returns

Alternatives can diversify portfolios to help shield from today’s market volatility—but not all alternative allocations are created equal. Check out this Twenty 50/50 alternative blend that historically offered reduced volatility and improved returns.

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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

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

For the Fence Straddlers: Making Sense of Valuations, Volatility and Interest Rates

Go with the trend through 2017 and believe in global growth--that's what long/short portfolio manager Michael Grant says.

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