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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

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

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

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

‘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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Investment Ideas | Calamos Investments

‘Emerging Markets Our Way’ Campaign Spotlights Investment Discipline

Emerging markets exposure should be a core portfolio allocation. How Calamos seeks to dampen the volatility and drawdowns that keep advisors and clients away.

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Investment Ideas | Calamos Investments

As Funds Flow Into Emerging Markets, Volatility Tests Investors’ Ability to Buy and Hold

Markets can be volatile, and that volatility can test an investor’s ability to buy and hold. This is true of investing in established U.S. markets and it’s also true of investors in emerging markets.

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