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Investment Ideas

Investment Ideas

Don’t Go—Here’s How You Might Hedge the Equity Risk

Calamos Hedged Equity Fund (CIHEX). CIHEX seeks to hedge equity downside, dampen volatility and still provide exposure to equity markets in the event of a May to October rally.

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Equity Revival or Economic Slowdown: CPLIX’s Michael Grant Weighs In on the Debate

The equity and bond markets vary in their interpretation of today’s environment. Calamos Head of Global Long/Short Strategies and Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant assesses the risks for investors.

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Watch: How Active Management Makes a Difference When Investing in Convertibles

In this video Q&A series, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, provides an overview of what’s happening in the convertible securities market, explains the role convertibles play in a portfolio and offers insight into the factors that have an impact on pricing and issuance.

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Watch: Slow and Steady Can Win the Race in 2019

In this video, Scott Becker, CFA, Senior Vice President and Head of Portfolio Specialists, recaps key developments and points out market factors that financial advisors should monitor as 2019 unfolds.

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Introducing the U.S. Convertible Market Snapshot

The new monthly publication provides insights on market performance, issuance, assets, composition, credit quality and valuations.

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Funding Retirement With Global Opportunity Plus Flexibility

Calamos Global Growth and Income Fund (CVLOX) showed remarkable staying power over a 20-year period of retirement funding, especially when compared to the MSCI ACWI Index.

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Why You Want to Be Long/Short—and Not ‘Long Light:’ CPLIX

Calamos Phineus Long/Short Fund (CPLIX) outperformed its Morningstar category average and the S&P 500 Index over the three-month period ended 5/31/19—thanks in part to a neutral equity exposure during volatile market conditions.

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CICVX Offered a Better Experience—and a Better Return—Since Equity Volatility Has Returned

Calamos Convertible Fund (CICVX) offered financial advisors an alternative way to manage equity risk in clients’ portfolios without surrendering investment return.

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EM Rebound at 3 Months: Is a Sustained Rally Ahead?

Time will tell whether we are heading toward a sustained rally in emerging markets—but the last three months are off to a promising start.

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April 2 Webcast: Join the CMNIX, CIHEX Team on Monetizing Volatility

Our April 2 webcast for financial advisors will feature the CMNIX, CIHEX team on using hedged options strategies as a way to keep your clients in the market while potentially protecting them against the downside.

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