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Investment Ideas | Calamos Investments

CIHEX Played Defense in the First Half—and Finished Ahead of the S&P 500

Calamos Hedged Equity Income Fund (CIHEX) is a defensive equity strategy that worked in the first six months of 2018.

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Investment Ideas | Calamos Investments

New On-demand Presentation Explains CMNIX Process, Results

Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.

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Investment Ideas | Calamos Investments

Winds of Change: Will Anti-Globalization Lead to a World Less Favorable for Capital?

Europe lags behind the U.S. because there is no support for non-monetary reflation or American-style deregulation, according to this Reclaiming the Investor Psyche: A Roadmap series.

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Investment Ideas | Calamos Investments

A Global Long/Short View: Why Europe Is In Trouble

Europe lags behind the U.S. because there is no support for non-monetary reflation or American-style deregulation, according to this Reclaiming the Investor Psyche: A Roadmap series.

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Investment Ideas | Calamos Investments

The U.S.: An Island of Economic Dynamism and Non-monetary Reflation

Recovering from economic stagnation and financial repression will require a monetary return to more normal, according to this Reclaiming the Investor Psyche: A Roadmap series.

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Investment Ideas | Calamos Investments

Understanding the Bull Market for Convertible Bonds

Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.

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Investment Ideas | Calamos Investments

No Matter What: CMNIX

Here’s why we call the market neutral fund category leader both consistent and resilient.

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Investment Ideas | Calamos Investments

P.S. How CMNIX—Our Income Alt—Worked Versus the Bond Market, 2018 YTD

Rising rates and other bond market challenges haven’t fazed Calamos Market Neutral Income Fund (CMNIX) this year.

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Investment Ideas | Calamos Investments

How Our Alternatives Worked, 2018 YTD

During the volatile first five months of 2018, Calamos alternative funds provided a steadier ride.

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Investment Ideas | Calamos Investments

The Drivers of Convertible Bonds’ Short and Long-Term Performance

Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.

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Investment Ideas | Calamos Investments

Here’s How CIHEX Collars Equity Market Volatility

Calamos Hedged Equity income Fund (CIHEX) portfolio manager provides three examples of recent hedges.

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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

It’s About More Than Performance—How to Evaluate an Alternative Fund

Here is a real life illustration of the importance of looking at performance plus when evaluating the role a liquid alt can play.

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Investment Ideas | Calamos Investments

Expect the Pullback to Continue into April—How CPLIX Has Shielded Investors from Drawdowns to Date

Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.

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Investment Ideas | Calamos Investments

True or False: Rates Are Rising and There’s Nothing You Can Do About It

Here are three ideas on how to mitigate the effects of rising rates.

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Investment Ideas | Calamos Investments

Using Covered Calls to Protect Against Fast-Moving Down Markets

Given this year’s volatility, we find ourselves talking most about CIHEX’s resiliency in equity down markets.

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Investment Ideas | Calamos Investments

2 Ways to Use Our Market Neutral Income Fund

Here’s how financial advisors tend to use Calamos Market Neutral Income Fund (CMNIX) in their clients’ portfolios.

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Investment Ideas | Calamos Investments

Pursuing A Comfortable Way of Investing in Turbulent Markets: CIHEX

CIHEX is an alternative fund that exclusively uses covered call writing for the purpose of generating income and managing risk.

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Investment Ideas | Calamos Investments

CMNIX Webcast: Join Us February 28

Calamos Market Neutral Income Fund February 28 webcast will focus on what financial advisors can do to position portfolios for rising rates and volatility.

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Investment Ideas | Calamos Investments

Why CPLIX Leaned Away at Just the Right Time

Once the passive excesses have run their course Calamos Phineus Long/Short Fund CPLIX will buy the move.

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Investment Ideas | Calamos Investments

And When Was the Last Time You Checked Your Long/Short Fund’s Correlation to the S&P?

The purpose of less correlated assets (long/short equity alternative mutual funds, for example) is to reduce the risk of a traditional stock and bond portfolio.

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Investment Ideas | Calamos Investments

How One Advisor Prepares His Clients for Market Shocks

We start 2018 with conditions—low market volatility, fuller valuations and rising rates—that could change quickly, challenging assumptions.

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Investment Ideas | Calamos Investments

A Look Back at the Year in Liquid Alts

A review of 2017 and liquid alternative mutual funds.

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Investment Ideas | Calamos Investments

Watch: CMNIX’s Pars on Convertible Arbitrage

Brief videos with Eli Pars provide an update on the convertible bond market and an explanation of how convertible arbitrage works.

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Investment Ideas | Calamos Investments

Watch: CPLIX’s Grant on What’s Ahead for Equities

Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.

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Investment Ideas | Calamos Investments

Convertible Arbitrage: Just The Basics

The basics of convertible arbitrage explained.

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Investment Ideas | Calamos Investments

An Alternative Idea for Stock Investors: Long/Short 101

The basics of long/short equity investing explained.

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Investment Ideas | Calamos Investments

Our Alternative Funds Work

Don’t lump Calamos’ alternatives in with the others—our liquid alts are consistent performers that have weathered multiple market cycles and survived the test of time.

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Investment Ideas | Calamos Investments

Barron’s Highlights CPLIX Flexibility

Senior Portfolio Manager Michael Grant and Calamos Phineus Long/Short Fund are profiled in recent Barron’s article.

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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

Not Every Alternative Fund Is Pricey

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

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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

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

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

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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Investment Ideas | Calamos Investments

CPLIX’s Grant Looks for More of the Same in the Second Half

CPLIX June 2017 positioning: Equities still have runway, given growth in sales and earnings.

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Investment Ideas | Calamos Investments

How to Use an Equity Alt and an Income Alt to Design an Alternative Allocation: Webcast Aug. 1

Join our webcast to learn how to combine an income and equity alternative fund in an investment portfolio.

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Investment Ideas | Calamos Investments

Reflation Trades Will Work Again: CPLIX Commentary

CPLIX May 2017 positioning: Reflation trades resume, extending the bull market, the Standard & Poor’s 500 peaking 5%-10% above current levels.

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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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Investment Ideas | Calamos Investments

Retracing the Highs and Lows of a Successful College Savings Plan

Here’s an idea on how to build a lower volatility equity plan for your clients’ up-and-coming scholars.

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Investment Ideas | Calamos Investments

If You're Going Away in May, Don't Go Far

We take a look at how both traditional and alternative investing hold up against the old-school belief “sell in May and go away.”

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Investment Ideas | Calamos Investments

CPLIX Makes News for Unconstrained Approach that Gets Results

Read what NAPFA, MarketWatch and InvestmentNews have recently said about Calamos Phineus Long/Short Fund (CPLIX).

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Investment Ideas | Calamos Investments

Understanding the White House Tax Plan Announcement

Download this quick reference guide that compares the White House tax plan released April 26 to current law and the earlier GOP proposal.

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Investment Ideas | Calamos Investments

One Year Later: CPLIX Consistency Connects with Advisors

CPLIX resonates with advisors whose clients seek capital appreciation but are averse to volatility.

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Investment Ideas | Calamos Investments

How Do Alternative Investments Perform in a Rising Interest Rate Environment?

Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.

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Investment Ideas | Calamos Investments

Decumulation and Volatility: Advisors’ Focus as Clients Approach Retirement

Decumulation challenges prompt advisors to increasingly turn to alternative mutual funds to minimize the impact of volatility in retirement.

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Investment Ideas | Calamos Investments

Prepping for Client Conversations About Volatility

Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.

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Investment Ideas | Calamos Investments

Using ETFs to Manage Long and Short Exposure

ETFs help Calamos Phineus Long/Short Fund keep up with markets when they’re rising while minimizing drawdowns when markets are falling.

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Investment Ideas | Calamos Investments

Making the Case to Tiptoeing Clients

Investors are optimistic but valuations are high—here’s why an equity alternative may make sense now.

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Investment Ideas | Calamos Investments

5 Things to Know about Convertible Securities in 2017

Five insights into convertible securities as drawn from our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide.

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Investment Ideas | Calamos Investments

Calamos Breaks into Top 10 of Alternative Fund Managers

Strong alternative funds’ performance and asset growth propelled Calamos into the top 10 alternative fund managers ranked by assets in the Morningstar Alternatives Category.

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Investment Ideas | Calamos Investments
Michael Grant | Calamos Investments

Equities in 2017: Why We Expect More Upside Than Downside

Easing Global Headwinds Point to Higher Equities in 2017 presents the Calamos Global Long/Short team’s views on populism, earnings growth, tax reform and stronger economies overseas, including in the eurozone.

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Investment Ideas | Calamos Investments

Unconstrained CPLIX Finishes 2016 In Top Decile

A look at how the unconstrained structure Calamos Phineus Long/Short Fund enabled it to take advantage of the market highs and lows of 2016.

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Investment Ideas | Calamos Investments

Readying Your Clients’ Portfolios for Rising Interest Rates

The Fed’s decision to raise interest rates can cause headwinds for portfolios with traditional fixed-income securities. Convertible securities can potentially diversify asset allocations beyond bonds and stocks.

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Investment Ideas | Calamos Investments

TIPS Vs. Market Neutral Income Funds

TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.

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Investment Ideas | Calamos Investments

Beware: Reliance on Credit-Sensitive Funds Can Undermine Fixed Income Allocation

Investors’ shift toward lower quality high yield and bank loan funds introduces credit risk to the fixed income portion of a portfolio meant for capital preservation.

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Investment Ideas | Calamos Investments

Grant Urges Investors to Be More Optimistic—But About Equities, Not Fixed Income

Economic expansion and the U.S. equity markets are likely to be boosted by the reflationary policies of President-Elect Donald Trump, according to Calamos Long/Short Senior Co-Portfolio Manager Michael Grant.

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Investment Ideas | Calamos Investments

When Interest Rates Spiked, CMNIX Added Alpha

A single event can cause interest rates to spike. Here’s an example of how active management made the most of a market opportunity.

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Investment Ideas | Calamos Investments

Using Long/Short to Embrace Risk: Learn More at December 1 Webcast

Financial advisors, don’t miss this opportunity to learn about embracing risk with long/short investing—and how to use it to your clients’ advantage.

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Investment Ideas | Calamos Investments

Emerging Markets Webcast Available On-demand

Here’s the on-demand presentation of the “Managing the Risks of Emerging Markets with a Broader Opportunity Set” webcast.

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Investment Ideas | Calamos Investments

Seeking to Absorb Market Shocks, Recover and Keep on Growing?

Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.

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Investment Ideas | Calamos Investments

We Could Be Heading Toward a Confidence Rally

“Positioning for the Late Stages of the Bull Market: 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.

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Investment Ideas | Calamos Investments

‘Tis the Season: Your Guide to Navigating This Fall’s Market Volatility

Seasonal spikes in market volatility can shake investor confidence. The charts, analyses and commentary in this guide can help advisors and clients see the opportunity in volatility.

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