The declining interest rates of the past decade provided a strong tailwind for bond funds. And yet, Calamos Market Neutral Income Fund (CMNIX) managed to add value by delivering a bond-like return with a bond-like standard deviation but without the bond-like risk exposures.
Read PostHere’s why we call the market neutral fund category leader both consistent and resilient.
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 PostThis hypothetical illustration shows how Calamos Market Neutral Income Fund (CMNIX) would have been a consistent source of retirement income over the course of a 30-year bull market for bonds.
Read PostCalamos Convertible Fund (CICVX) offered financial advisors an alternative way to manage equity risk in clients’ portfolios without surrendering investment return.
Read PostFor clients whose risk profile is more conservative, CMNIX is an income alternative to getting completely out of the market.
Read PostDo you have a shock absorber in place for your clients to help shield their portfolios when the next sharp downturn happens?
Read PostIn this video Q&A series, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, provides an overview of what’s happening in the convertible securities market, explains the role convertibles play in a portfolio and offers insight into the factors that have an impact on pricing and issuance.
Read PostThe new monthly publication provides insights on market performance, issuance, assets, composition, credit quality and valuations.
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