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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Unconcerned by Rising Rates and Cheering Volatility, CMNIX PMs Like 2021 So Far

Eli Pars, Jason Hill

January 28, 2021

Multiple catalysts—including ongoing political and social issues, corporate earnings announcements, COVID-19 itself/vaccine delays, equity valuations and social media’s continued role in the markets—have the potential to create short-term market shocks this year.

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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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Feb. 4 Webcast to Focus on Putting Convertibles to Work to Anticipate the New Year’s New Risks

January 22, 2021

Investment professionals, you’ll learn about evolving convertible market dynamics (including near-record levels of issuance and new issuers) and the additive effect of actively managed convertibles as a risk-managed allocation.

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Calamos on the Markets: Announcing Our January CIO Conference Call Series

January 5, 2021

Investment 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.

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Market Neutral in 2019? Good Idea. CMNIX? An Even Better Idea

January 21, 2020

Morningstar's Market Neutral category led flows to alternative funds in 2019, with the category producing a 0.45% return. Compare that to Calamos Market Neutral Income Fund (CMNIX)'s 6.73% return.

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Liquid Alternatives: 2019 Year in Review

January 13, 2020

How did alternative funds perform in 2019, a year distinguished by strong gains in most traditional asset classes? Our annual review, including interactive charts for closer analysis, provides a look at liquid alts assets, flows, returns and news highlights.

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