Two recent decision provide fresh illustration of the Calamos Convertible Fund team’s experience in managing with the goal of participating on the equity upside while seeking to protecting against the downside.
Here’s why we call the market neutral fund category leader both consistent and resilient.
This interactive chart presents the 10-year performance of multiple asset classes, including convertible bonds.
Calamos Convertible Fund (CCVIX) outperformed the S&P 500 by a surprisingly wide margin when it came to funding retirement over the 20-year period ended 9/30/18.
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.
Barron’s profiles Eli Pars about the Calamos Market Neutral Income Fund (CMNIX).
Combining equity and bond characteristics into one security creates some unique complexities best handled by active management.
A look at the strong performance of Calamos convertible-using funds, hedged equity and long/short equity funds in rising rate periods.
Our interactive quilt enables comparison of convertibles securities performance vs. fixed income asset classes.
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.
Convertibles, when managed appropriately, can be a powerful tool to provide upside participation in technology growth stocks while protecting against downside risk.
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.
Here are three brief videos on the appeal of convertible securities and their use in an asset allocation.
Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.
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.
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.
How Calamos Growth & Income Fund (CGIIX)—which distinguishes itself from balanced funds by its use of convertible securities—stepped through a volatile Q1 2018.
Here are three ideas on how to mitigate the effects of rising rates.
Convertible securities issuance is up in January, first-time issuers are participating and converts could benefit from tax law and M&A activity.
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.
The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.
The convertible securities market is healthy and well positioned in this rising rate environment.
Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
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.
Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.
Five insights into convertible securities as drawn from our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide.
Funding a college education requires planning. One idea: pursue equity-like returns while limiting the drawdowns that can test parents’ resolve.
TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.
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.
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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Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.
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