The equity and bond markets vary in their interpretation of today’s environment. Calamos Head of Global Long/Short Strategies and Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant assesses the risks for investors.
Calamos Phineus Long/Short Fund (CPLIX) helped investors buffer the market’s volatility in 2018, outperforming the S&P 500 in all three major market drawdowns during the year.
Calamos Phineus Long/Short Fund (CPLIX) showed resilience during the October 2018 market decline.
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.
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.
Here’s how an income and equity alternative allocation performed in the volatile first quarter of 2018.
Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.
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.
Some answers to questions financial advisors may be fielding regarding the new tax legislation.
Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.
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.
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.
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.
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.
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.
Go with the trend through 2017 and believe in global growth--that's what long/short portfolio manager Michael Grant says.
Using a 100% alternative allocation to draw down retirement assets.
Read what NAPFA, MarketWatch and InvestmentNews have recently said about Calamos Phineus Long/Short Fund (CPLIX).
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.
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.
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.
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.
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.
“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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