Rising Rates Don’t Intimidate Fixed Income Alt CMNIX
March 2, 2021
Rising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).
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Liquid Alts in 2020: Finally, the Market Test That Many Have Been Waiting For
January 28, 2021
The 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 PostSaw-toothed Markets, Elevated Volatility and Leadership Rotation—Our View of the Opportunities Ahead
September 14, 2020
The Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostThe New Retirement Go-to: Total Return from Global Growth Using CGCIX
September 3, 2020
Calamos Global Growth and Income Fund (CGCIX) offers a different way to strike a balanced allocation—with both income and price appreciation that have produced the results that investment professionals believe are needed to keep retirements on track.
Read PostHere’s One Way to Rebalance—Before the Market Does It for You
January 16, 2020
Market 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 PostThe Value of a Second Opinion: Review Notes from Our Portfolio Analytics Team
August 20, 2019
Here’s a look at what our team of CFAs are finding when asked to review portfolios.
Read PostDon’t Go, Part 2—Keep Clients Invested with Income Alternative CMNIX
Eli Pars
May 22, 2019
For clients whose risk profile is more conservative, CMNIX is an income alternative to getting completely out of the market.
Read PostSeeking to Absorb Market Shocks, Recover and Keep on Growing?
May 20, 2019
Do you have a shock absorber in place for your clients to help shield their portfolios when the next sharp downturn happens?
Read PostCPLIX’s Rich 15-year History
Michael Grant
October 26, 2017
With a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.
Read PostConsistency: Why These 2 Alts Deserve to Be Part of a Core Allocation
Michael Grant
October 25, 2017
Has CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?
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