Calamos
Calamos Investments is a diversified global investment firm offering innovative investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. With more than $45 billion in AUM, including more than $20 billion in liquid alternatives assets as of April 30, 2025, the firm offers strategies through ETFs, mutual funds, closed-end funds, interval funds, UCITS funds and separately managed portfolios. Learn more at [www.calamos.com](https://www.calamos.com). [](https://www.calamos.com)
Articles by Calamos
- PowerAdvice
Record Convertible Issuance Is Creating New Opportunities for Investors
For perspective, this half-year total already surpasses the calendar year totals of all but six of the past 28 years.
- ETFs
Breaking the Correlation Cycle: New Approaches to Income and Growth Diversification
Set your client portfolios apart with autocallable ETFs that pursue growth and income.
- ETFs
Focus on Alternatives: Turning Market Complexity Into Better Client Outcomes
Although the world is changing rapidly, our core investment needs haven’t changed that much.
- ETFs
Is It Still Okay to “T-Bill and Chill”?
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.
- ETFs
Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
- ETFs
Beat the AI Hype: This Convertible ETF Gained 68% in 1 Year
Every now and then, a new ETF arrives on the market and quickly captures attention from advisors and investors.
- ETFs
Calamos Autocallable Growth ETF (CAGE): The Next Evolution of Structured Products
Calamos expands its auto-callable lineup with CAGE, a growth-focused ETF that brings structured product exposure into a more accessible, ETF-based format.
- ETFs
New Calamos Autocallable ETF Offers Growth Approach
True to its name, it seeks to provide long-term growth by exposing investors to a laddered portfolio of autocallable yield notes.
- ETFs
Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman
Matt Kaufman on the new Calamos Autocallable Growth ETF (CAGE).
- ETFs
Providing Clients a Steady Hand in a Volatile Market
March was a challenging month for the S&P 500 to say the least, and clients are looking to you for reassurance.
- ETFs
Winter Proof Your Bitcoin Exposure
Resetting of the Calamos Protected Bitcoin ETFs April series CBOA, CBXA, and CBTA presents an opportunity to lock in up to 100% downside protection
- ETFs
What’s an Investor To Do When Logic Goes Out the Window?
Lately, trying to track geopolitical and economic news and the market’s response is like watching a championship ping-pong match
- ETFs
Protected Bitcoin ETFs: Prepared for Crypto Volatility
When talking about the price of bitcoin these days, many tend to fixate on when the cryptocurrency will make a comeback.
- ETFs
The Calm Before and After Market Storms
In fact, reasons abound, including geopolitical flashpoints, AI disruption, and threats to the Fed’s independence, to name a few.
- ETFs
Tackle Efficient Practice Management With Autocallable ETFs
Autocallable yield notes offer a potent niche for developing additional portfolio yield, even if the note’s index is seeing a modest decline.
- ETFs
Thriving Through Uncertainty: A 2026 ETF Toolkit for a More Volatile S&P 500
Market volatility was characteristically saw-toothed, yet investors benefited as equities climbed higher despite persistent issues.
- ETFs
Crypto Winter Calls for Protected Bitcoin Exposure
It seems safe to say that the crypto winter isn’t showing many signs of warming up any time soon.
- ETFs
Autocallables 101: Why Transparency & Fees Matter
Autocallable income ETFs provide an approach to equity income strategies, offering clearer insight into how the strategy works.
- Alternatives & Digital Assets
A Risk-Managed Approach to Bitcoin Exposure with Hans Williams
- ETFs
Autocallable 101: Income That Keeps up With Inflation
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?
- ETFs
CAIE Momentum, Investor Conviction and Impact – Meet Calamos’ Jordan Rosenfeld
CAIE improves upon the best features of the existing derivative income ETF product mix and autocallable notes themselves with three primary innovations
- ETFs
Navigating Nasdaq-100 Volatility in 2026: Alternative Strategies With Income, Protection, and Upside Potential
Fortunately, Calamos offers three alternative strategies that provide exposure while reducing downside risk.
- ETFs
A Potential Solution for 2026 Market Uncertainty
Fiscal stimulus from the One Big Beautiful Bill Act could help create a more favorable condition for U.S. businesses.
- Alternatives & Digital Assets
What Laddered Bitcoin ETFs Bring to a Portfolio
- ETFs
Gravity Wins: Buy the Dip, Skip the Risk With Protected Bitcoin ETFs
Calamos Protected Bitcoin ETFs help investors stay exposed to bitcoin while reducing deep drawdowns, offering defined protection levels
- Alternatives & Digital Assets
Demystifying Calamos’ Protected Bitcoin ETFs
- Alternatives & Digital Assets
Bitcoin’s Price Perils Create Case for Protected Portfolio
- ETFs
A Case for Systematic Protection Amid Market & Political Uncertainty
Meanwhile, institutional clients sought upside potential while preserving assets, creating additional demand for innovative protection solutions.
- Alternatives & Digital Assets
Help Derisk Your Crypto Portfolio With Laddered Bitcoin ETFs
- Alternatives & Digital Assets
Buy the Dip. Skip the Risk.
- ETFs
Autocallable Yield Advantage and Market Reception
Autocallable yield notes are structured investments that pay income based on equity market performance rather than credit or interest rates.
- ETFs
Inside Calamos’ Award-Winning Autocallable ETF Strategy with Matt Kaufman
With CAIE now past $300M and demand accelerating, he expects more innovation ahead from Calamos in the autocallable ETF space.
- ETFs
Matt Kaufman, Head of ETFs, Talks Calamos Autocallable Income ETF (CAIE)
CAIE provides exposure to high, stable, tax-advantaged income potential through diversified, laddered autocallable
- ETFs
Calamos Autocallable Income ETF (CAIE) - The Income Challenge
Breaks down autocallable investing and how the Calamos Autocallable Income ETF CAIE seeks high, stable monthly income through a tax-efficient ETF wrapper.
- ETFs
From Complexity to Accessibility: Autocallable Yield Notes
The total callable yield note market represents nearly 70% of all structured note sales in the US within a $200+ billion derivative income landscape.
- ETFs
Investors Embrace Autocallable ETF Strategy, Driving $300M+ AUM in Just Four Months
Interest in the fund’s unique strategy, which centers on autocallables, a yield note that remains relatively unfamiliar to many retail investors.
