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Watch: CPLIX’s Grant on Late-Cycle Global Opportunities

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.

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What You Miss When You Look at CPLIX’s ‘Average’ Annualized Beta

CPLIX’s active risk management has led to periods of taking on greater market risk and periods where market risk was minimized.

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Winds of Change: Will Anti-Globalization Lead to a World Less Favorable for Capital?

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.

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A Global Long/Short View: Why Europe Is In Trouble

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.

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The U.S.: An Island of Economic Dynamism and Non-monetary Reflation

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.

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Expect the Pullback to Continue into April—How CPLIX Has Shielded Investors from Drawdowns to Date

Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.

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Why CPLIX Leaned Away at Just the Right Time

Once the passive excesses have run their course Calamos Phineus Long/Short Fund CPLIX will buy the move.

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And When Was the Last Time You Checked Your Long/Short Fund’s Correlation to the S&P?

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.

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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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Watch: CPLIX’s Grant on What’s Ahead for Equities

Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.

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An Alternative Idea for Stock Investors: Long/Short 101

The basics of long/short equity investing explained.

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Our Alternative Funds Work

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.

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Barron’s Highlights CPLIX Flexibility

Senior Portfolio Manager Michael Grant and Calamos Phineus Long/Short Fund are profiled in recent Barron’s article.

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Understanding The Long/Short Funds Category: Infographic

Trouble understanding the Morningstar Long/Short Equity Category? This infographic explainer will help.

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A Guide to the Congressional Tax Plan

Download this quick reference guide that compares the Congressional tax proposal released November 2 to current law and to the White House tax plan released April 26.

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How Flexibility Has Led to CPLIX Performance Consistency

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.

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CPLIX’s Rich 15-year History

With a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.

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Consistency: Why These 2 Alts Deserve to Be Part of a Core Allocation

Has CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?

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Jumpy Markets? This ‘Half Caff’ Blend Cuts Back on the Volatility While Pursuing Better Returns

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.

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More Upside for Equities? CPLIX’s Grant Makes The Case

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.

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For the Fence Straddlers: Making Sense of Valuations, Volatility and Interest Rates

Go with the trend through 2017 and believe in global growth--that's what long/short portfolio manager Michael Grant says.

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Now Try This: How 2 Alts Handle Volatility in a Retirement Portfolio

Using a 100% alternative allocation to draw down retirement assets.

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CPLIX Makes News for Unconstrained Approach that Gets Results

Read what NAPFA, MarketWatch and InvestmentNews have recently said about Calamos Phineus Long/Short Fund (CPLIX).

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One Year Later: CPLIX Consistency Connects with Advisors

CPLIX resonates with advisors whose clients seek capital appreciation but are averse to volatility.

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How Do Alternative Investments Perform in a Rising Interest Rate Environment?

Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.

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Using ETFs to Manage Long and Short Exposure

ETFs help Calamos Phineus Long/Short Fund keep up with markets when they’re rising while minimizing drawdowns when markets are falling.

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Making the Case to Tiptoeing Clients

Investors are optimistic but valuations are high—here’s why an equity alternative may make sense now.

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Unconstrained CPLIX Finishes 2016 In Top Decile

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.

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Readying Your Clients’ Portfolios for Rising Interest Rates

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.

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Grant Urges Investors to Be More Optimistic—But About Equities, Not Fixed Income

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.

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Using Long/Short to Embrace Risk: Learn More at December 1 Webcast

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.

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We Could Be Heading Toward a Confidence Rally

“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.

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