The fund continues to outperform the traditional bond market thanks to an alternative approach that is not vulnerable to the interest rate risks that confront bonds. And we believe the fund’s recent and long-term performance also demonstrates the merits of our approach as an alternative to cash.
Read PostLast year, we had the opportunity to establish an especially attractive option trade to pursue 65% of the market’s upside with just 35% of the downside at its expiration in December 2024. While the 65/35 trade served us well, we look to the future and the many scenarios that may evolve, taking advantage of whatever the market brings.
Read PostAs traditional bonds continue to struggle, Calamos Market Neutral Income Fund has kept its footing, thanks to an approach with little interest rate opportunity or risk. Co-CIO Eli Pars explains how the fund’s blend of arbitrage and hedged equity strategies have positioned the fund for success.
Read PostTraditional bonds came under considerable pressure during the first quarter as investors cheered the continued growth in the economy and anticipated interest rate cuts. In sharp contrast, Calamos Market Neutral Income Fund (CMNIX) demonstrated the benefits of an approach with little interest rate opportunity or risk.
Read PostMarkets can move quickly, and static, rules-based strategies can expose investors to risks and limit upside. In contrast, we believe our active approach and decades of options experience gives us an edge. Our ability to adjust trades as conditions warrant sets Calamos Hedged Equity Fund (CIHEX) apart.
Read PostCalamos Market Neutral Income Fund (CMNIX) continued to demonstrate its potential benefits as a fixed income alternative. With little exposure to interest rate risk or opportunity, we believe our approach offers a compelling alternative for investors worried about interest rate volatility.
Read PostThe rise in interest rates, paired with a benign equity volatility environment, provided a beneficial environment for Calamos Hedged Equity Fund (CIHEX) during 2023. We believe our flexible approach can continue to provide an important edge.
Read PostAs rising interest rates delivered a blow to traditional bonds during the quarter, CMNIX once again demonstrated the benefits of not being at the mercy of interest rate moves.
Read PostThe lack of diversification benefits between stocks and bonds seems to be a recurring theme in our post-zero-percent interest-rate world. Given this backdrop, we believe the case for Calamos Hedged Equity Fund remains as strong as ever.
Read PostCo-CIO Eli Pars discusses how our team is positioning Calamos Market Neutral Income Fund and Calamos Hedged Equity Fund.
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