The 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 PostThe structural benefits of convertible securities helped convertible funds outperform both the S&P 500 and the Bloomberg US Aggregate Bond Index in the high inflationary period between 1979 and 1981.
Read PostThe performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.
Read PostReplays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostIn a reversal of a downward trend that started in 2014, last year there was unprecedented demand for liquid alternatives. Most important: the products’ performance met the demand. Alt assets reached a new high watermark in 2021, with almost all Morningstar categories benefiting from positive net flows and positive performance.
Read PostCMNIX is now in the new Relative Value Arbitrage category, with just eight funds. With such a small set of data points, Morningstar has determined that funds in this category will not be assigned a star rating.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostThe majority of liquid alternative categories outperformed the S&P 500 during the drawdown last year, but there’s much more to know—AUM, returns, performance dispersion, flows—about alts in 2020. Our annual review has it all, and interactive charts to enable your own analysis.
Read PostInvestment professionals, join us for a January 2021 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
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