The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostIt’s volatile, uncertain markets like these that Calamos’ risk-managed approach anticipates. Managing volatility is our specialty, as demonstrated by fund performance in 2020
Read PostThe majority of liquid alternative categories outperformed the S&P 500 during the drawdown last year, but there’s much more to know—AUM, returns, performance dispersion, flows—about alts in 2020. Our annual review has it all, and interactive charts to enable your own analysis.
Read PostMuch of the value created with the active approach of Calamos Hedged Equity Fund (CIHEX) comes in periods after larger market moves. The fund has the ability to create that extra edge, to capture a higher percentage of up moves than down moves.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostInvestment professionals, join us for a January 2021 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read PostThe market moved fast in both directions in 2020. The S&P 500 plunged into a bear market in a record 16 days and then recovered in a record 126 days. Through November 13, it's posted 11 all-time highs. Fortunately, there’s an alternative to hopping in and out of stocks, hoping to outfox the market.
Read PostThe recent surge of flows into the Morningstar Options-based category reflects investment professionals' anticipation of equity market volatility--and a desire to potentially limit loss during market drawdowns.
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