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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Our latest chartbook offers some perspective for dealing with the uncertainty of one of the worst years for investors in recent history. Our message is unchanged: stocks gain in most (not all) years, and history shows that the best strategy is to stay invested.
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As inspired by the chronic overreactor Frank Costanza of Seinfeld fame, our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g., inflation, rates, recession) that have challenged investor resolve this year. Our message is unchanged: history shows that the best strategy is to stay invested.
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In Calamos Market Neutral Income Fund's 31 years, all but three have ended with positive returns. Intra-year drawdowns, however, have occurred every year. In fact, there have been six years—19% of the time—when the drawdown exceeded 5% and the year finished positive.
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It’s possible to keep moving forward in this market—four brutal months for equities this year, and Calamos Phineus Long/Short Fund (CPLIX) ended each one with a positive return.
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The structural benefits of convertible securities helped convertible funds outperform both the S&P 500 and the Bloomberg US Aggregate Bond Index in the high inflationary period between 1979 and 1981.
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Every quarter and every year isn't as easy as last year was. After the tumult of the first quarter of 2022, no one can be certain what to expect next. Even so, the message is the same for those with long-term investment objectives: history shows that the best strategy is to stay invested.
@Calamos on #Volatility
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What a year: #Volatility throughout, stocks down double digits, and bonds posting their worst performance yet. Join us Dec. 6 to hear an update from Co-CIO Eli Pars on how our bond alternative $CMNIX battled the bear: bit.ly/3B2UVzr #liquidalts
- Our Calamos President & CEO @JKoudounis on @WGNRadio with @AnnaDavlantes, talking the #economy, continued market #volatility, and the likely impact of a mild and short-lived recession. twitter.com/WGNRadio/statu…
The Way Forward: Q4 2022
Our latest chartbook offers some perspective for dealing with the uncertainty of one of the worst years for investors in recent history. Our message is unchanged: stocks gain in most (not all) years, and history shows that the best strategy is to stay invested.
