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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

Wealth Planning After Tax Reform

Some answers to questions financial advisors may be fielding regarding the new tax legislation.

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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

Convertible Arbitrage: Just The Basics

The basics of convertible arbitrage explained.

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Investment Ideas | Calamos Investments

A Guide to the Congressional Tax Plan

Download this quick reference guide that compares the Congressional tax proposal released November 2 to current law and to the White House tax plan released April 26.

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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

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

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

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

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

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

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

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

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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