The Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostCalamos 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 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 PostHere’s a look at what our team of CFAs are finding when asked to review portfolios.
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 PostWith a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.
Read PostHas CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?
Read PostAlternatives 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 blend that historically offered reduced volatility and improved returns.
Read PostInvestor allocations to cash reflects the discomfort with the stock market. But for the long-term investor, cash may not serve their best interests.
Read Post