Can Your Bond Fund Do This?
February 25, 2020
Calamos Market Neutral Income Fund is one of an elite group of mutual funds—including just three liquid alts—that produced a decade of positive returns.
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Investment Ideas
Your Guide to De-risking with Calamos Risk-Managed U.S. Funds
February 24, 2020
Calamos offers five different ways to de-risk clients’ U.S. equity exposure.
Read PostHow Hedged Equity Can Help Retirees Sleep At Night
February 10, 2020
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 PostHow CNWIX’s Active Management Limited the Downside in the Early Days of the Coronavirus
February 4, 2020
The 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 PostCNWIX Versus EM Index: An Outperformance Story in Three Parts
January 31, 2020
Calamos Evolving World Growth Fund (CNWIX) achieved favorable upside/downside outcomes relative to the MSCI EM Index through 2019.
Read PostThe Non-consensus View of CPLIX’s Michael Grant, and Why He’s Positioned for ‘High Financial Risk’
Michael Grant
January 28, 2020
Calamos 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 PostUnderstanding the Options-based Funds Category: Infographic
January 23, 2020
A graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Read PostMarket 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.
Read PostHere’s One Way to Rebalance—Before the Market Does It for You
January 16, 2020
Market 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 PostLiquid 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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