We start 2018 with conditions—low market volatility, fuller valuations and rising rates—that could change quickly, challenging assumptions.
Some answers to questions financial advisors may be fielding regarding the new tax legislation.
Brief videos with Eli Pars provide an update on the convertible bond market and an explanation of how convertible arbitrage works.
The basics of convertible arbitrage explained.
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.
Here’s why we call the market neutral fund category leader both consistent and resilient.
Don’t let price be what keeps you about learning more about what this market neutral fund can do for clients’ portfolios.
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?
Quantitative tightening could be good for the financials sector, says Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.
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.
Using a 100% alternative allocation to draw down retirement assets.
Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.
TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.
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.
A single event can cause interest rates to spike. Here’s an example of how active management made the most of a market opportunity.
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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