Volatility may be a no-show in the markets this year, but April data suggests that it’s on the minds of Google searchers, as shown in this screenshot from Google Trends.
Financial advisors, if you’re hearing more from your clients wondering about the inevitability of volatility and its potential impact on their investments, we have a resource for you.
The just-updated Calamos Volatility Opportunity Guide is an archive of some of the tried-and-true communications about the merits of remaining invested, including graphs and analysis on:- The costs of timing the U.S., developed and emerging markets
- Investor behavior across market cycles
- Keeping S&P 500 market declines in perspective: Even up markets see drawdowns
- Emerging market equities, major drawdowns and subsequent performance
- Asymmetric payoff profile of lower volatility equity strategies
- Convertibles outperformance during periods of high volatility
- Benefits of adding alternatives to an asset allocation
- The rise of correlations between equity markets
The client-use guide includes ideas on how lower-volatility strategies can simultaneously manage risk and pursue growth. And, peppered throughout are perspectives on how volatility brings out the best in Calamos investment professionals.
Download the 44-page PDF now or read the guide online.
Advisors, contact your Calamos Investment Consultant at 888-571-2567 or caminfo@calamos.com for a copy of the guide in print.
Managing volatility is Calamos’ specialty and we welcome the opportunity to help you with your clients’ conversations and investment plans. Your rough patch, as we like to say, is our sweet spot.