Investment Ideas

If You're Going Away in May, Don't Go Far

CPLIX Makes News for Unconstrained Approach that Gets Results

Read what NAPFA, MarketWatch and InvestmentNews have recently said about Calamos Phineus Long/Short Fund (CPLIX).

Understanding the White House Tax Plan Announcement

Download this quick reference guide that compares the White House tax plan released April 26 to current law and the earlier GOP proposal.

One Year Later: CPLIX Consistency Connects with Advisors

CPLIX resonates with advisors whose clients seek capital appreciation but are averse to volatility.

How Do Alternative Investments Perform in a Rising Interest Rate Environment?

Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.

Decumulation and Volatility: Advisors’ Focus as Clients Approach Retirement

Decumulation challenges prompt advisors to increasingly turn to alternative mutual funds to minimize the impact of volatility in retirement.

Prepping for Client Conversations About Volatility

Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.

7 Out of 7 Times, Emerging Market Equities Roared Back

The average returns of emerging market equities for the 12- and 18-month periods following a major emerging markets drawdown illustrate the potential for gains.

Using ETFs to Manage Long and Short Exposure

ETFs help Calamos Phineus Long/Short Fund keep up with markets when they’re rising while minimizing drawdowns when markets are falling.

Making the Case to Tiptoeing Clients

Investors are optimistic but valuations are high—here’s why an equity alternative may make sense now.