How Hedged Equity Can Help Retirees Sleep At Night
While your clients may have relied upon the strength of the stock market to build their portfolio, your job now may be to demonstrate how de-risking works to their favor.
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While your clients may have relied upon the strength of the stock market to build their portfolio, your job now may be to demonstrate how de-risking works to their favor.
Read PostThe early days since the coronavirus news broke has been a critical time, demonstrating the benefits of the active management of Calamos Evolving World Growth Fund (CNWIX).
Read PostCalamos Co-CIO and Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant elaborates on why he and his team remain defensive at the start of 2020.
Read PostA graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Read PostMorningstar'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.
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 PostHow 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.
Read PostWhen will small cap stocks overcome last year's headwinds? We may be approaching a historic opportunity, says Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon M. Nelson, CFA.
Read PostThe Calamos Convertible Fund (CICVX) kept pace with the S&P 500 Index in both up and down markets over the past two years, providing an alternative for investors seeking to hedge equity risk over a full market cycle.
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