Here’s why we call the market neutral fund category leader both consistent and resilient.
See how Calamos Market Neutral Income Fund can be a viable alternative for those who worry about rising interest rates’ effect on fixed income portfolios.
Rising rates and other bond market challenges haven’t fazed Calamos Market Neutral Income Fund (CMNIX) this year.
Convertibles, when managed appropriately, can be a powerful tool to provide upside participation in technology growth stocks while protecting against downside risk.
CIHEX provided hedged equity exposure—a less volatile ride than the S&P but with more growth than a bond fund.
Even after a year of strong performance, the convertible securities market was trading near the lower end of its historical valuation range as of 7/30/18.
From deflation to inflation, from interest rates to investment risks, from the U.S. to Europe to the UK, CPLIX PM video series reviews key factors affecting global markets.
CPLIX’s active risk management has led to periods of taking on greater market risk and periods where market risk was minimized.
Here are three brief videos on the appeal of convertible securities and their use in an asset allocation.
CMNIX and CIHEX co-portfolio managers discuss the active hedging difference.
Calamos Hedged Equity Income Fund (CIHEX) is a defensive equity strategy that worked in the first six months of 2018.
Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.
Europe lags behind the U.S. because there is no support for non-monetary reflation or American-style deregulation, according to this Reclaiming the Investor Psyche: A Roadmap series.
Recovering from economic stagnation and financial repression will require a monetary return to more normal, according to this Reclaiming the Investor Psyche: A Roadmap series.
Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.
During the volatile first five months of 2018, Calamos alternative funds provided a steadier ride.
Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.
Calamos Hedged Equity income Fund (CIHEX) portfolio manager provides three examples of recent hedges.
Here’s how an income and equity alternative allocation performed in the volatile first quarter of 2018.
Here is a real life illustration of the importance of looking at performance plus when evaluating the role a liquid alt can play.
Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.
Here are three ideas on how to mitigate the effects of rising rates.
Given this year’s volatility, we find ourselves talking most about CIHEX’s resiliency in equity down markets.
Here’s how financial advisors tend to use Calamos Market Neutral Income Fund (CMNIX) in their clients’ portfolios.
CIHEX is an alternative fund that exclusively uses covered call writing for the purpose of generating income and managing risk.
Calamos Market Neutral Income Fund February 28 webcast will focus on what financial advisors can do to position portfolios for rising rates and volatility.
Once the passive excesses have run their course Calamos Phineus Long/Short Fund CPLIX will buy the move.
The purpose of less correlated assets (long/short equity alternative mutual funds, for example) is to reduce the risk of a traditional stock and bond portfolio.
We start 2018 with conditions—low market volatility, fuller valuations and rising rates—that could change quickly, challenging assumptions.
A review of 2017 and liquid alternative mutual funds.
Brief videos with Eli Pars provide an update on the convertible bond market and an explanation of how convertible arbitrage works.
Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.
The basics of convertible arbitrage explained.
The basics of long/short equity investing explained.
Don’t lump Calamos’ alternatives in with the others—our liquid alts are consistent performers that have weathered multiple market cycles and survived the test of time.
Senior Portfolio Manager Michael Grant and Calamos Phineus Long/Short Fund are profiled in recent Barron’s article.
Trouble understanding the Morningstar Long/Short Equity Category? This infographic explainer will help.
Market risk can’t be diversified away but it can be hedged. See how the flexible approach of the eighth oldest long/short fund has allowed for capital preservation, helping investors remain invested.
With a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.
Don’t let price be what keeps you about learning more about what this market neutral fund can do for clients’ portfolios.
Has CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?
Alternatives can diversify portfolios to help shield from today’s market volatility—but not all alternative allocations are created equal. Check out this Twenty 50/50 alternative blend that historically offered reduced volatility and improved returns.
The advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?
Days away from the start of the fourth quarter of 2017, Calamos long/short portfolio manager Michael Grant says he expects equities to move higher.
Quantitative tightening could be good for the financials sector, says Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.
Investor allocations to cash reflect the discomfort with the stock market. One alternative is to rely on the hedging of equities to produce return over varying market cycles—to be market neutral.
Go with the trend through 2017 and believe in global growth--that's what long/short portfolio manager Michael Grant says.
CPLIX June 2017 positioning: Equities still have runway, given growth in sales and earnings.
Join our webcast to learn how to combine an income and equity alternative fund in an investment portfolio.
CPLIX May 2017 positioning: Reflation trades resume, extending the bull market, the Standard & Poor’s 500 peaking 5%-10% above current levels.
Using a 100% alternative allocation to draw down retirement assets.
Here’s an idea on how to build a lower volatility equity plan for your clients’ up-and-coming scholars.
We take a look at how both traditional and alternative investing hold up against the old-school belief “sell in May and go away.”
Read what NAPFA, MarketWatch and InvestmentNews have recently said about Calamos Phineus Long/Short Fund (CPLIX).
Download this quick reference guide that compares the White House tax plan released April 26 to current law and the earlier GOP proposal.
CPLIX resonates with advisors whose clients seek capital appreciation but are averse to volatility.
Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.
Decumulation challenges prompt advisors to increasingly turn to alternative mutual funds to minimize the impact of volatility in retirement.
Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.
ETFs help Calamos Phineus Long/Short Fund keep up with markets when they’re rising while minimizing drawdowns when markets are falling.
Investors are optimistic but valuations are high—here’s why an equity alternative may make sense now.
Five insights into convertible securities as drawn from our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide.
Strong alternative funds’ performance and asset growth propelled Calamos into the top 10 alternative fund managers ranked by assets in the Morningstar Alternatives Category.
Easing Global Headwinds Point to Higher Equities in 2017 presents the Calamos Global Long/Short team’s views on populism, earnings growth, tax reform and stronger economies overseas, including in the eurozone.
A look at how the unconstrained structure Calamos Phineus Long/Short Fund enabled it to take advantage of the market highs and lows of 2016.
The Fed’s decision to raise interest rates can cause headwinds for portfolios with traditional fixed-income securities. Convertible securities can potentially diversify asset allocations beyond bonds and stocks.
TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.
Investors’ shift toward lower quality high yield and bank loan funds introduces credit risk to the fixed income portion of a portfolio meant for capital preservation.
Economic expansion and the U.S. equity markets are likely to be boosted by the reflationary policies of President-Elect Donald Trump, according to Calamos Long/Short Senior Co-Portfolio Manager Michael Grant.
A single event can cause interest rates to spike. Here’s an example of how active management made the most of a market opportunity.
Financial advisors, don’t miss this opportunity to learn about embracing risk with long/short investing—and how to use it to your clients’ advantage.
Here’s the on-demand presentation of the “Managing the Risks of Emerging Markets with a Broader Opportunity Set” webcast.
Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.
“Positioning for the Late Stages of the Bull Market: 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.
Seasonal spikes in market volatility can shake investor confidence. The charts, analyses and commentary in this guide can help advisors and clients see the opportunity in volatility.
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