Calamos

Set your client portfolios apart with autocallable ETFs that pursue growth and income.

Although the world is changing rapidly, our core investment needs haven’t changed that much.

In a 4% price-increasing world, does earning ~3%–4% on cash or ultra short-term money make a lot of sense anymore? Probably not.

Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.

Every now and then, a new ETF arrives on the market and quickly captures attention from advisors and investors.

Calamos expands its auto-callable lineup with CAGE, a growth-focused ETF that brings structured product exposure into a more accessible, ETF-based format.

True to its name, it seeks to provide long-term growth by exposing investors to a laddered portfolio of autocallable yield notes.

Matt Kaufman on the new Calamos Autocallable Growth ETF (CAGE).

March was a challenging month for the S&P 500 to say the least, and clients are looking to you for reassurance.

Resetting of the Calamos Protected Bitcoin ETFs April series CBOA, CBXA, and CBTA presents an opportunity to lock in up to 100% downside protection

Lately, trying to track geopolitical and economic news and the market’s response is like watching a championship ping-pong match

When talking about the price of bitcoin these days, many tend to fixate on when the cryptocurrency will make a comeback.

In fact, reasons abound, including geopolitical flashpoints, AI disruption, and threats to the Fed’s independence, to name a few.

Autocallable yield notes offer a potent niche for developing additional portfolio yield, even if the note’s index is seeing a modest decline.

Market volatility was characteristically saw-toothed, yet investors benefited as equities climbed higher despite persistent issues.

It seems safe to say that the crypto winter isn’t showing many signs of warming up any time soon.

Autocallable income ETFs provide an approach to equity income strategies, offering clearer insight into how the strategy works.

How advisors are approaching Bitcoin exposure in a market where volatility remains a central concern.

With the cost of goods and services increasing, can the income that bonds bring to the table keep pace, especially as the Fed trims interest rates?

CAIE improves upon the best features of the existing derivative income ETF product mix and autocallable notes themselves with three primary innovations

Fortunately, Calamos offers three alternative strategies that provide exposure while reducing downside risk.

Fiscal stimulus from the One Big Beautiful Bill Act could help create a more favorable condition for U.S. businesses.

Despite these similarities, their appropriate portfolio applications certainly differ. Here’s a quick rundown.

Calamos Protected Bitcoin ETFs help investors stay exposed to bitcoin while reducing deep drawdowns, offering defined protection levels

Expertise in risk management, we’ve created a suite of Protected Bitcoin ETFs with customizable downside protection up to 100%. But how does it work?

While bitcoin saw strong and resilient performance this summer, fall is turning out to be a completely different story.

Meanwhile, institutional clients sought upside potential while preserving assets, creating additional demand for innovative protection solutions.

Offering a blend of bitcoin returns and a level of downside protection, these funds could provide an ample amount of derisked bitcoin exposure. 

Protected Bitcoin ETFs let you invest with confidence--even when markets get volatile.

Autocallable yield notes are structured investments that pay income based on equity market performance rather than credit or interest rates.

With CAIE now past $300M and demand accelerating, he expects more innovation ahead from Calamos in the autocallable ETF space.

CAIE provides exposure to high, stable, tax-advantaged income potential through diversified, laddered autocallable

Breaks down autocallable investing and how the Calamos Autocallable Income ETF CAIE seeks high, stable monthly income through a tax-efficient ETF wrapper.

The total callable yield note market represents nearly 70% of all structured note sales in the US within a $200+ billion derivative income landscape.

Interest in the fund’s unique strategy, which centers on autocallables, a yield note that remains relatively unfamiliar to many retail investors.

Uncertainty of the current macroeconomic environment may cause some to balk at the idea of adding more potentially risky assets to their portfolio. 

Through a Protected Bitcoin strategy, Calamos can transform the unique risk profile of bitcoin to match the downside risk profile of gold.

What may seem to be unrelated snapshots of the state of the U.S. economy might be parts of a larger, more troubling picture. 

While they offer compelling monthly payouts, investors should be aware of tail risks from sharp, sustained equity declines.

This is a red flag for you and your clients and may warrant a more defensive approach to equity exposure.

Investors are increasingly turning to alternative income strategies that can deliver high yields while managing risk differently than traditional bonds.

Should the Nasdaq-100 market’s returns fall back to earth, these blended ETFs could still fortify a portfolio with regular income. 

In more ways than one, CPSU’s launch day represented a big moment for the Calamos investment community.

Unpack Calamos’ bold ETF strategy, its disruptive new products, and why innovation with risk control is the future of investing.

Calamos Investments has stepped into this space with an innovative offering: the Calamos Protected Bitcoin ETFs.

One of the more effective barometers for evaluating an ETF’s performance is to see how the fund is performing a year after its launch.

Reveals how Calamos has removed the traditional barriers to access with the launch of the Calamos Autocallable Income ETF

Matt Kaufman of Calamos explores how the firm is translating decades of institutional expertise into modern ETF solutions.

Investors worldwide can no longer ignore Bitcoin’s evolution from an experiment to an institutional mainstay.

From our vantage point, advisors can now use bitcoin as a portfolio building block, not just a volatility add-on. #Bitcoin #ETF