Investment Ideas

Calamos Short-Term Bond Fund: Risk-Adjusted Returns + Yield

March 30, 2023

In times of continuing interest rate uncertainty that have spelled trouble for longer-duration investments, learn how CSTIX’s investment team has made better investment decisions over time, as measured by its Sharpe ratio, and delivered higher yields versus Morningstar category peers.

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CMNIX: All Weather Through the Decades

March 1, 2023

As one of the oldest liquid alternative funds, CMNIX has demonstrated its merits through a variety of market and interest rate environments. In every decade since the fund’s inception, diversifying a traditional bond portfolio with a 25% allocation to CMNIX could have provided meaningful risk-adjusted outperformance.

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What Could An Income and Equity Alternative Do for a 60/40 Portfolio? Meet the Half Caff

March 25, 2022

To rebalance back to a 60% allocation of unhedged long-only equity and a 40% allocation likely to generate just the skinniest of fixed income returns is to ignore today’s environment. Instead, let us introduce you to the diversification benefits of our blend of equal parts fixed income alternative Calamos Market Neutral Income Fund (CMNIX) and equity alternative Calamos Phineus Long/Short Fund (CPLIX).

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