Investment Ideas

Off to a Strong Start to 2022, Grant’s CPLIX Positions for a Return to a World Where Profits Matter

Michael Grant
February 22, 2022

In an environment where the dominance of the mega caps is over, Calamos Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager Michael Grant predicts we will not see the extraordinary, absolute returns that have been seen from the S&P 500. An actively managed portfolio, both long and short, has a much greater chance of now beating the benchmark, he says.

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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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