Alternatives can diversify portfolios to help shield from today’s market volatility—but not all alternative allocations are created equal. Check out this Twenty 50/50 blend that historically offered reduced volatility and improved returns.
Read PostA differentiated perspective matters in fixed income investing, says Calamos Co-Chief Investment Officer and Head of Fixed Income Strategies Matt Freund, CFA.
Read PostThe advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?
Read PostThe global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.
Read PostDays away from the start of the fourth quarter of 2017, Calamos long/short portfolio manager Michael Grant says he expects equities to move higher.
Read PostInvestor allocations to cash reflects the discomfort with the stock market. But for the long-term investor, cash may not serve their best interests.
Read PostDiversification—the inclusion of a fixed-income alternative, for example—can help mitigate the impact of spreads widening when the time comes.
Read PostHigh yield investors run the risk of giving up a core source of income by exiting based on concerns about spreads widening.
Read PostGo with the trend through 2017 and believe in global growth—that's what long/short portfolio manager Michael Grant says.
Read PostEighteen months after the January 2016 low, emerging markets have bounced back—as they have after the previous six major drawdowns.
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