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Barron’s Profiles How CMNIX Uses Volatility to Generate Returns

Barron’s profiles Eli Pars about the Calamos Market Neutral Income Fund (CMNIX).

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The Complexities of Investing in Convertibles: What Every Advisor Should Know

Combining equity and bond characteristics into one security creates some unique complexities best handled by active management.

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No Matter What: CMNIX

Here’s why we call the market neutral fund category leader both consistent and resilient.

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How Equity Alternatives Have Performed When Rates Rose

A look at the strong performance of Calamos convertible-using funds, hedged equity and long/short equity funds in rising rate periods.

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Compare Convertibles vs. Fixed Income with This Interactive Quilt

Our interactive quilt enables comparison of convertibles securities performance vs. fixed income asset classes.

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Looking to De-Risk? Consider CGIIX

The Calamos Growth and Income Fund (CGIIX) has outperformed the S&P 500 Index over multiple market cycles, providing strong relative performance in varied markets.

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Using Convertibles to Manage Technology Risk

Convertibles, when managed appropriately, can be a powerful tool to provide upside participation in technology growth stocks while protecting against downside risk.

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Not Too Late: Convertibles Still Undervalued

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.

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Watch: The Specific Appeal of Convertible Securities

Here are three brief videos on the appeal of convertible securities and their use in an asset allocation.

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New On-demand Presentation Explains CMNIX Process, Results

Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.

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Understanding the Bull Market for Convertible Bonds

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.

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The Drivers of Convertible Bonds’ Short and Long-Term Performance

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.

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Why It’s Time for a Balanced Fund Alternative

How Calamos Growth & Income Fund (CGIIX)—which distinguishes itself from balanced funds by its use of convertible securities—stepped through a volatile Q1 2018.

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Consistency Across Market Cycles: CGIIX's Top-Decile Performance Helped Keep Clients Invested

Calamos Growth and Income Fund (CGIIX)’s not-at-all-secret weapon is convertible securities, helping it maintain a consistent risk posture during market volatility and across market cycles.

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True or False: Rates Are Rising and There’s Nothing You Can Do About It

Here are three ideas on how to mitigate the effects of rising rates.

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4 Reasons Convertible Securities Issuance Is Taking Off in 2018

Convertible securities issuance is up in January, first-time issuers are participating and converts could benefit from tax law and M&A activity.

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Convertibles Are Off To Another Chart-Topping Year

Convertibles’ returns have bested fixed income asset classes over the last ten years and are on track to do it again in 2017. See how convertibles can enhance fixed income allocations.

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Convertibles: Why Limit Yourself to Less Than Half the Market?

The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.

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Prepping for Client Conversations About Volatility

Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.

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5 Things to Know about Convertible Securities in 2017

Five insights into convertible securities as drawn from our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide.

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How $25,000 Could Have Financed 4 Years of College

Funding a college education requires planning. One idea: pursue equity-like returns while limiting the drawdowns that can test parents’ resolve.

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TIPS Vs. Market Neutral Income Funds

TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.

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Emerging Markets Webcast Available On-demand

Here’s the on-demand presentation of the “Managing the Risks of Emerging Markets with a Broader Opportunity Set” webcast.

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Convertible Market Review and Outlook

The convertible securities market is healthy and well positioned in this rising rate environment.

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Seeking to Absorb Market Shocks, Recover and Keep on Growing?

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.

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Narrowing Spreads Prompt a Shift Away from High Yield and Toward Convertibles

Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.

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‘Tis the Season: Your Guide to Navigating This Fall’s Market Volatility

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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Don't Make This Mistake with Convertible Bond Funds

A passive convertible bond strategy that just follows where the market goes misses out on the opportunity that an active manager has to rebalance and optimize risk/reward.

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