Investment Ideas

Ride Out the Bull Market with a Lower Volatility Alternative: CIHEX

CIHEX provided hedged equity exposure—a less volatile ride than the S&P but with more growth than a bond fund.

Not Too Late: Convertibles Still Undervalued

Even after a year of strong performance, the convertible securities market was trading near the lower end of its historical valuation range as of 7/30/18.

Watch: CPLIX’s Grant on Late-Cycle Global Opportunities

From deflation to inflation, from interest rates to investment risks, from the U.S. to Europe to the UK, CPLIX PM video series reviews key factors affecting global markets.

What You Miss When You Look at CPLIX’s ‘Average’ Annualized Beta

CPLIX’s active risk management has led to periods of taking on greater market risk and periods where market risk was minimized.

Watch: Exploring a Broader Global Opportunity Set

Market cap, growth vs. value, Japan, retail, and U.S.-China trade – all among the topics covered in this global/international investing video series.

Watch: The Specific Appeal of Convertible Securities

Here are three brief videos on the appeal of convertible securities and their use in an asset allocation.

Watch: Answers to Frequently Asked Questions about Our Covered Call Strategy

CIHEX Played Defense in the First Half—and Finished Ahead of the S&P 500

Calamos Hedged Equity Income Fund (CIHEX) is a defensive equity strategy that worked in the first six months of 2018.

New On-demand Presentation Explains CMNIX Process, Results

Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.

Winds of Change: Will Anti-Globalization Lead to a World Less Favorable for Capital?

Upheavals are ahead for investors, and the final post in the Reclaiming the Investor Psyche: A Roadmap series maps out the end-cycle.