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For Your Clients as This Record-breaking Year Heads Toward the Finish Line

Why are many investors looking over their shoulders? Because nine months into a year with a market that has gone mostly just one direction, many professionals believe that what has gone up so spectacularly may well be headed for a spectacular fall.

Investment professionals, use our latest brief report to talk to your clients about this extraordinary year in the stock market and how to think about what may be ahead. We take a graphical look at:

  • The resiliency of the U.S. economy
  • The doubling of the S&P 500 in record time and what has historically happened next
  • Possible market scenarios as we approach the year-end
  • The stakes for investors who make changes based on market moves

At Calamos we believe that the flipside of volatility is opportunity. For more information or if there’s a way we can help, please contact your Calamos Investment Consultant at 888-571-2567 or

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Past performance is no guarantee of future results.

The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.

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