Investment Ideas

Liquid Alts in 2021: Record AUM, Strongest Flows Since 2013—and Performance to Believe In

Elise Pondel, CFA, AVP, Director of Product Analytics

January 25, 2022

In 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.

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Small Caps: You Don’t Have to Choose Between Growth Or Value

Elise Pondel, CFA, AVP, Product Management & Analytics

December 16, 2021

We propose using a blend of small cap growth and value funds, each of which tends to earn its excess returns during different market periods.

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The Value of a Second Opinion: Review Notes from Our Portfolio Analytics Team

December 14, 2021

Here’s a look at what our team of CFAs are finding when asked to review portfolios.

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CMNIX + CICVX: Adjust the Dials for the ‘Right’ Blend of Market Risk, Volatility, Return Profile

December 2, 2021

You think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).

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To Go Where the Market Goes—Don’t Underestimate the Advantage of Being Opportunistic When Hedging Equities

July 19, 2021

Calamos Hedged Equity Fund (CIHEX) is positioned opportunistically for multiple outcomes. Its active management has the goal of mitigating the downside more effectively and extending upside capture without additional capital risk.

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It’s Time to Think Out of the (Fixed Income) Box to Diversify Equity Risk, Provide Total Return

July 1, 2021

You may have previously favored 60/40 allocation funds or high yield funds to offset equity drawdowns and provide a certain level of total return. Given today’s environment, how open are you to an options-based idea?

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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.

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Saw-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.

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The 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.

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