Now Try This: How 2 Alts Handle Volatility in a Retirement Portfolio
May 19, 2017
Using a 100% alternative allocation to draw down retirement assets.
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Investment Ideas
One Year Later: CPLIX Consistency Connects with Advisors
Michael Grant
April 25, 2017
CPLIX resonates with advisors whose clients seek capital appreciation but are averse to volatility.
Read PostHow Do Alternative Investments Perform in a Rising Interest Rate Environment?
April 24, 2017
Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.
Read PostCalamos Breaks into Top 10 of Alternative Fund Managers
February 2, 2017
Strong alternative funds’ performance and asset growth propelled Calamos into the top 10 alternative fund managers ranked by assets in the Morningstar Alternatives Category.
Read PostBeware: Reliance on Credit-Sensitive Funds Can Undermine Fixed Income Allocation
November 30, 2016
Investors’ shift toward lower quality high yield and bank loan funds introduces credit risk to the fixed income portion of a portfolio meant for capital preservation.
Read PostWhen Interest Rates Spiked, CMNIX Added Alpha
November 21, 2016
A single event can cause interest rates to spike. Here’s an example of how active management made the most of a market opportunity.
Read PostReadying Your Clients’ Portfolios for Rising Interest Rates
November 17, 2016
The Fed’s expected decision to raise interest rates in December can cause headwinds for portfolios with traditional fixed-income securities. Convertible securities can diversify asset allocations beyond bonds and stocks.
Read PostTIPS vs. Market Neutral Income Funds
September 16, 2016
TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.
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