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Investment Ideas

Investment Ideas

Our Recommendations for Diversifying Within an International Allocation

The Calamos International Growth Fund (CIGIX) can be paired with other international funds with low excess return correlations to de-risk the equity allocation of a diversified portfolio.

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Watch: Exploring a Broader Global Opportunity Set

Market cap, growth vs. value, Japan, retail, and U.S.-China trade – all among the topics covered in this global/international investing video series.

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Headlines or No, International Growth Is an Opportunity Advisors Don’t Want Clients to Miss

Calamos infographic discusses the five ways international investing is changing.

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Our Perspective on Growth vs. Value

In the growth vs. value debate, security prices and single-period valuation metrics may not always be an effective shorthand.

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Why Advisors Are Boosting Clients’ Exposure to International Markets

Growth-oriented investors need to go where the growth is, which explains why allocations to international markets are on the rise.

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Watch: Why We’re Overweighting Non-U.S. Equities

These brief videos present the views of Nick Niziolek, CFA, and Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager on global and international markets, including FinTech and robotics developments in emerging markets.

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A Look Back at the Year in Liquid Alts

A review of 2017 and liquid alternative mutual funds.

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Encouraging Investors to Unlock the Global Opportunity

To take advantage of global growth that may be in earlier stages of the economic cycle, investors are encouraged to include the rest of the world in asset allocations.

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Wealth Planning After Tax Reform

Some answers to questions financial advisors may be fielding regarding the new tax legislation.

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Opposite Thinking for Investors

Remaining invested—or even getting into the market at this point in the eight year-long bull market—may require some George Costanza opposite-style thinking.

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