Calamos

Our President & CEO John Koudounis will be on Fox News with Mike Emanuel Sunday, August 2nd at Noon (ET).

Tune in live or live stream here: https://okt.to/NGcRDk

The 60/40 promise was simple: when stocks fall, bonds hold the line. When it mattered most, correlations spiked and both fell together.

Diversification that leans bonds alone is no longer enough.

See what comes next at www.calamos.com/beyond-bonds

Is 60/40 still the right default?

On LPL Financial's Market Signals podcast, our own Paul Ticu joins host Kristian Kerr to unpack why stock-bond correlations have grown unreliable - and what real diversification looks like now: https://okt.to/PIeFYN

Could your money be working harder somewhere Beyond Bonds?

The US Agg yields 4.6%. After taxes, 2.9%. After inflation, the real yield falls below zero (as of 4/30/26).

Explore strategies that go beyond what traditional bonds offer at www.calamos.com/beyond-bonds

Convertibles are increasingly financing the companies powering today’s market growth. As a result, the asymmetric return profile of convertibles now has a higher ceiling.​

Calamos is the largest convertible manager in the US - a position we earned by delivering for clients across decades of market cycles. ​

Learn More: https://okt.to/XoegpO

Is fixed income still providing the income and diversification that you expect?

Our new Beyond Bonds brochure explores five bond market headwinds, and how investors can get their income and diversification back. Read it at www.calamos.com/beyond-bonds

Three years ago, CAPIX set out to bring the full spectrum of institutional private credit to a broader set of investors.

Today, that vision is delivering – strong returns and lower volatility than its peers.

www.acprivatemarkets.com/capix

250 years of opportunity, freedom, and progress.

We are grateful to serve our clients in a country built on all three.

Happy Fourth of July from Calamos Investments.

Calamos partnered with Nasdaq to host an in-depth session on autocallable ETFs at our Fulton Market office, last week. Advisors heard about the options landscape, the autocallable structure, and ETF implementation ideas.