Volatility Opportunity Guide
At Calamos Investments we believe that volatility and down markets are to be expected, planned for and yes, benefited from.
Volatility leads to investment opportunities, we know from experience — and are happy to share some of our experiences and insights with you in this resource guide. Managing volatility is Calamos’ specialty and we welcome the opportunity to help you with your clients’ conversations and investment plans. Your rough patch, as we like to say, is our sweet spot.
“No two market downturns are exactly the same, which often adds to investor anxiety as events are unfolding. However, financial markets and the global economy have weathered all types of unprecedented events and have moved forward."
"There are opportunities in all environments for active long-term approaches. Our teams are committed to uncovering those opportunities amid the volatility, and we believe we are well positioned to do so.”
John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer
- Volatility: An Ally Not An Enemy
- Significant Intra-Year Drawdowns Are Common
- High Volatility: The Lowest Risk Moments to Own Equities
- The Opportunities That Arise When Markets Move Fast
- Gamma Trading: Why Big Market Swings Can Be Good News
- How Convertibles Can Help Break a Fall
- The Case for Strategic Convertible Allocations
- Up and to the Left: Asset Allocation Evolves Into Risk Diversification
- The Roots of the Calamos Risk Management Culture
The Latest About Market Volatility
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You think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).
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There's a crucial difference between Calamos Hedged Equity Fund (CIHEX) and other hedged equity strategies. “Why would you accept a capped upside with a defined downside? Why wouldn’t you want to capitalize on opportunities when the market moves up or down?” asks Calamos Vice President and Portfolio Specialist Joseph Cusick.
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Watch to learn the two signs that would indicate to the Global Equity team that conditions may be getting out of control, and could be more concerning.
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Use our latest brief report to talk to your clients about this extraordinary year in the stock market and how to think about what may be ahead.
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Have it your way: Calamos’ six actively managed open-end funds use convertibles to support a variety of asset allocation goals.
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Calamos Hedged Equity Fund (CIHEX) is positioned opportunistically for multiple outcomes. Its active management has the goal of mitigating the downside more effectively and extending upside capture without additional capital risk.
@Calamos on #Volatility
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Today is a good day to remember the last time #equities were churned up. Investors who panicked and bolted in 2020 (missing just five key days) had dramatically different results. #volatility #stayinvested
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Additional and potentially dramatic rotations are to be expected as economic activity continues to normalize, says @JohnPCalamosSr, leading off our just-published set of Investment Team commentaries. #markets #volatility #opportunity bit.ly/3JMM6MQ
