A graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Read PostMorningstar's Market Neutral category led flows to alternative funds in 2019, with the category producing a 0.45% return. Compare that to Calamos Market Neutral Income Fund (CMNIX)'s 6.73% return.
Read PostThe Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostMarket appreciation may have disproportionately grown the equity portion of your clients' 60/40 portfolios. Calamos Hedged Equity Fund (CIHEX) is an alternative to potentially de-risk without trading away equity upside potential.
Read PostIn fact, Calamos Hedged Equity Fund (CIHEX) in 2019 generated alpha from lower downside capture.
Read PostHow did alternative funds perform in 2019, a year distinguished by strong gains in most traditional asset classes? Our annual review, including interactive charts for closer analysis, provides a look at liquid alts assets, flows, returns and news highlights.
Read PostWhen will small cap stocks overcome last year's headwinds? We may be approaching a historic opportunity, says Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon M. Nelson, CFA.
Read PostThe Calamos Convertible Fund (CICVX) kept pace with the S&P 500 Index in both up and down markets over the past two years, providing an alternative for investors seeking to hedge equity risk over a full market cycle.
Read PostAs it reaches its 5-year anniversary, Calamos Global Convertible Fund (CXGCX) remains the only U.S.-based global convertible fund—and it still offers opportunities to diversify beyond the U.S. market and hedge equity risk.
Read PostCharles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting of December 11, 2019.
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