DIRS.INFO The most relevant business & tech news

☆ The hidden risk factor investors may be missing in stocks, bonds, and options
▼ + stars: | 2024-11-19 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Investors may soon be forced to take on more risk and rethink their diversification strategies due to macroeconomic uncertainties. And that presents challenges for those who follow the traditional balance of 60% stocks to 40% bonds as a diversifier, he added. "Momentum has really been driving equities higher across the board, especially with respect to large-cap growth names," Adams said. The study found that stocks, bonds, and options strategies could have more correlated risk than is evident on the surface. "So value stocks are about the here-and-now, growth stocks are about the hereafter."

Persons: Goldman Sachs, Jon Adams, Adams, Jimmy Chang, Donald Trump, Chang, Nikolai Roussanov, David Kelly, you've, Kelly Organizations: Calamos Wealth, Treasury, Rockefeller, Family, Wharton School, Morgan Asset Management

☆ China and India's emerging markets will both have opportunities, says Calamos' Nick Niziolek
▼ + stars: | 2024-11-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina and India's emerging markets will both have opportunities, says Calamos' Nick NiziolekNick Niziolek, Calamos Investment Management co-CIO, joins 'Closing Bell: Overtime' to discuss global opportunities in emerging markets under Trump.

Persons: Calamos, Nick Niziolek Nick Niziolek Organizations: China, Calamos Investment Management, Trump

☆ Earnings growth is falling short of expectations thus far
▼ + stars: | 2024-10-24 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Corporate earnings are not meeting expectations thus far. Roughly 160 S & P 500 companies have posted third-quarter results thus far, with their bottom lines growing an average of just 2.6%, per FactSet. The blended growth rate, which includes the reports already out and estimates for those on the docket, points to overall S & P 500 earnings growing at 3.4% from the year-earlier period. The S & P 500 rebounded slightly from a three-day slide on Thursday due in part to strong earnings reports. Companies slated to report earnings after the close Thursday include Deckers, Capital One and DexCom.

Persons: Joseph Cusick, " Cusick, Sam Stovall, Stovall Organizations: Calamos Investments, Research, Whirlpool, PayPal, CNBC, Companies, Tech, Amazon, Apple

☆ Stocks are nearing a major peak and a more 'disturbed' period of weak returns is ahead for investors, CIO says
▼ + stars: | 2024-10-18 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +5 min

Grant said stocks could soon enter a period of weak returns, possibly for "many years." AdvertisementThe bull market in stocks looks like it's close to the top, according to an investment chief. AdvertisementSentiment and position indicators are also flashing signs investors are overexcited about the stock market, Grant said. The 3-month moving average of year-ahead stock market expectations has climbed to its highest on record, according to Conference Board data. That suggests there's little "cushion" in the event the stock market declines or experiences a shock, Grant said.

Persons: Michael Grant, Grant, —, subpar, Morgan Organizations: Calamos Investments, Service, Conference, Board, Federal, Federal Reserve, Governors, Morgan Research, Bloomberg, Investors

☆ Calamos CEO on the market, alternative investing and his investment strategy
▼ + stars: | 2024-10-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCalamos CEO on the market, alternative investing and his investment strategyJohn Koudounis, Calamos Investments president and CEO, joins 'Closing Bell' to discuss the markets, alternative investing and the company's investing strategy.

Persons: John Koudounis Organizations: Calamos Investments

☆ Fast-growing buffer funds could help investors hedge election risks
▼ + stars: | 2024-07-01 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

These ETFs, often called "buffer funds," use options to give investors downside protection in exchange for giving up potential upside. The funds come with different time horizons, and new funds are launching or resetting every month, so there are several options for investors to buy now and protect themselves through the November election. Many of the ETFs offer something in the range of 10% to 30% downside protection and are often called buffer funds. Other products that offer 100% downside protection — in exchange for smaller upside — are sometimes marketed as "principal protection funds." Jim Saulnier, a CFP and founder of Jim Saulnier & Associates in Fort Collins, Colorado, said his clients use both the buffer funds and the 100% downside protection funds.

Persons: Bruce Bond, Matt Kaufman, Jim Saulnier, Saulnier, Bond, there's, Matt Thompson, Thompson, Kaufman Organizations: U.S, JPMorgan, Capital Management, Calamos Investments, Jim Saulnier & Associates, Little Harbor Advisors Locations: Fort Collins , Colorado, iShares

☆ These ETFs promise investors downside protection — at a cost
▼ + stars: | 2024-05-08 | by ( Michelle Fox | ) www.cnbc.com time to read: +7 min

Investors looking for protection against market downside are turning toward buffer exchange-traded funds, also known as defined-outcome ETFs. Buffer ETFs have exploded in popularity in recent years, although they are still a small slice over the overall industry. How buffer ETFs work Managers use a set of equity options when building a fund. Recently, Calamos announced a new product line of 12 ETFs that offers 100% downside protection. The first in the line, Calamos S & P 500 Structured Alt Protection ETF (CPSM) , began trading May 1.

Persons: Lan Anh Tran, Morningstar, Tran, Todd Sohn, Strategas, Sohn, Calamos, Russell, Matt Kaufman, Kaufman, Morningstar's Tran, HELO 1Y, It's Organizations: Morningstar, Strategas Securities, Capital Management, Equity, PGIM, Allianz, BlackRock, Treasury, Trust, JPMorgan Hedged Equity, JPMorgan Locations: BlackRock

☆ 'A lot of money on the sidelines': Calamos Investments thinks ETFs should target CD, money market customers
▼ + stars: | 2024-05-04 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

According to Calamos investments' Matt Kaufman, there are trillions of dollars across CD and money market accounts, and it is a market ETFs should look to capture. "That's larger than almost the ETF space itself," the firm's head of ETFs told CNBC's "ETF Edge" earlier this week. Kaufman, who is in the interest rates will stay higher for longer camp, thinks structured and options ETFs designed for risk management and income can provide stability. "We saw it being difficult to get risk management and income from bonds when rates were so low," he said. Kaufman's firm Calamos just started launching a suite of 12 structured protection ETFs.

Persons: Matt Kaufman, Kaufman, Calamos

☆ New Calamos ETF promises ‘100% downside protection.’ Here's how it works
▼ + stars: | 2024-04-30 | by ( Josephine Rozzelle | ) www.cnbc.com time to read: +1 min

A new ETF designed to shield investors from the risk of market volatility starts trading on Wednesday. The Calamos S&P 500 Structured Alt Protection ETF (CPSM) promises to deliver investors "100% downside protection" against the index's losses over a one-year outcome period, according the firm's news release. Investors in the fund are subject to limits on the extent to which they can capture gains tied to the S&P 500 . It's a fully funded options package that delivers the upside of the S&P 500 to a cap with 100% capital protection over a 365-day outcome period," he said. "Then at the end of that year, the options reset, stay in the ETF and keep on going."

Persons: Calamos, Matt Kaufman, CNBC's, Kaufman, It's

☆ Inside Calamos' 100% protection ETFs
▼ + stars: | 2024-04-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInside Calamos' 100% protection ETFsMatt Kaufman, Calamos head of ETFs, joins CNBC’s Bob Pisani on ETF Edge to discuss the launch of the firm’s 12 new ETFs that offer a way to protect from downside risk.

Persons: Matt Kaufman, Calamos, Bob Pisani Organizations: Edge

☆ A new ETF offers investors '100% downside protection' on the stock market. The catch is that it also limits upside.
▼ + stars: | 2024-04-29 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

A new ETF is designed to offer investors "100% downside protection" to the stock market. The Calamos S&P 500 Structured Alt Protection ETF will launch on Wednesday under the ticker symbol "CPSM". AdvertisementA new ETF promises to offer investors "100% downside protection" to the stock market, but it comes with a few caveats. The catch is that it also limits investors' upside gains to the S&P 500 at a range of 9.20% to 9.65%. The other catch is that for investors to secure the 100% downside protection, they must buy the ETF on its first day of issuance.

Persons: —, Matt Kaufman, Kaufman, Russell Organizations: Service, CNBC, Nasdaq

☆ NBA star Giannis Antetokounmpo spread his money across half a dozen bank accounts as a rookie because of the FDIC's $250,000 limit. Billionaire team owner Marc Lasry told him to invest instead.
▼ + stars: | 2023-09-04 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Silicon Valley Bank's implosion spotlighted the federal deposit insurance limit of $250,000. The cap led NBA star Giannis Antetokounmpo to open multiple bank accounts to protect his fortune. Billionaire investor Marc Lasry told the player to invest in US Treasuries and other assets instead. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. When Giannis Antetokounmpo first learned of the limit, he opened half a dozen bank accounts to protect his fortune.

Persons: Giannis Antetokounmpo, Marc Lasry, Antetokounmpo, Giannis, Lasry, Lionel Messi, LeBron James, Tom Brady, John Koudounis, Bill Ackman, Mark Cuban Organizations: NBA, Service, Bloomberg, Milwaukee Bucks, Bloomberg Wealth Summit, JPMorgan, Forbes, Deposit Insurance Corp, Signature Bank Locations: Wall, Silicon, Greece

☆ CNBC Daily Open: Markets lacked conviction
▼ + stars: | 2023-05-15 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Markets lacked conviction, while the debate over the U.S. debt ceiling remained roiled by passionate intensity. This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Markets lacked conviction, while the debate over the U.S. debt ceiling remained roiled by passionate intensity, to borrow the words of Irish poet W. B. Yeats. Subscribe here to get this report sent directly to your inbox each morning before markets open.

☆ CNBC Daily Open: Markets’ ‘lack of conviction’
▼ + stars: | 2023-05-15 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

☆ Quotes: Fed plans broad revamp of bank oversight in wake of SVB collapse
▼ + stars: | 2023-04-28 | by ( ) www.reuters.com time to read: +11 min

The assertion in the introduction that the Fed should focus on large bank capital requirements is disconnected from the report's conclusions. AMERICAN BANK ASSOCIATION PRESIDENT AND CEO ROB NICOLS"We take any bank failure seriously, and we will review the findings and proposed policy changes in these reports carefully, including where the conclusions may differ. JONATHAN MONDILLO, HEAD OF NORTH AMERICAN FIXED INCOME AT ABRDN"We're likely to see higher capital requirements. What that means for the overall markets is that the devil is in the details: how stringent those capital requirements will be. A potential First Republic Bank failure could similarly present a risk to the long-term investment strategy of high net-worth individuals."

☆ A NBA superstar went from keeping cash in multiple bank accounts to investing in 2 sports teams and launching an ETF. Here are 4 of Giannis Antetokounmpo's business ventures.
▼ + stars: | 2023-04-08 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +4 min

Giannis Antetokounmpo once kept his money in half a dozen bank accounts due to the FDIC limit. The NBA star's ventures now include a sports drinks maker, two sports teams, and a sustainable ETF. Nashville SCAlong with his three brothers, Antetokounmpo invested in Nashville SC, a Major League Soccer club, earlier this year. "I've always had the dream of owning a soccer team," he continued. "I want my kids before they even get their first dollar to know how to make a dollar into two.

☆ We asked 4 expert tech investors how to invest in AI without getting sucked in by the hype. Here's what they told us.
▼ + stars: | 2023-02-22 | by ( Marley Jay | ) www.businessinsider.com time to read: +9 min

Insider spoke to four tech fund managers about their ideas and approaches to the theme. This year, Open AI's ChatGPT has attracted even more hype — and much more money — as Microsoft invested $10 billion in Open AI. "Fads and themes are really common in technology," mutual fund manager Matthew Moberg told Insider. "A lot of the leading AI companies are using Cloudflare today, and we think that will increase." Michael Loukas is the CEO of TrueMark Investments, which launched its Tech, AI, and Deep Learning ETF three years ago.

Search resuls for: "Calamos"

17 mentions found