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Prepping for Client Conversations About Volatility

Volatility may be a no-show in the markets this year, but April data suggests that it’s on the minds of Google searchers, as shown in this screenshot from Google Trends.

google-volatility-searches

Financial advisors, if you’re hearing more from your clients wondering about the inevitability of volatility and its potential impact on their investments, we have a resource for you.

volatility-opportunity-guide

The just-updated Calamos Volatility Opportunity Guide is an archive of some of the tried-and-true communications about the merits of remaining invested, including graphs and analysis on:
  • The costs of timing the U.S., developed and emerging markets
  • Investor behavior across market cycles
  • Keeping S&P 500 market declines in perspective: Even up markets see drawdowns
  • Emerging market equities, major drawdowns and subsequent performance
  • Asymmetric payoff profile of lower volatility equity strategies
  • Convertibles outperformance during periods of high volatility
  • Benefits of adding alternatives to an asset allocation
  • The rise of correlations between equity markets

The client-use guide includes ideas on how lower-volatility strategies can simultaneously manage risk and pursue growth. And, peppered throughout are perspectives on how volatility brings out the best in Calamos investment professionals.

Download the 44-page PDF now or read the guide online.

Advisors, contact your Calamos Investment Consultant at 888-571-2567 or caminfo@calamos.com for a copy of the guide in print.

Managing volatility is Calamos’ specialty and we welcome the opportunity to help you with your clients’ conversations and investment plans. Your rough patch, as we like to say, is our sweet spot.  

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. The S&P 500 Index is considered generally representative of the U.S. stock market. Indexes are unmanaged, do not entail fees or expenses and are not available for direct investment.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information or call 1-800-582-6959. Read it carefully before investing.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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