Articles by Calamos
- Ideas and Innovation for Financial Advisors - Advisorpedia

A Risk-Managed Approach to Bitcoin Exposure with Hans Williams
How advisors are approaching Bitcoin exposure in a market where volatility remains a central concern.
- Ideas and Innovation for Financial Advisors - Advisorpedia

What Laddered Bitcoin ETFs Bring to a Portfolio
Despite these similarities, their appropriate portfolio applications certainly differ. Here’s a quick rundown.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Demystifying Calamos’ Protected Bitcoin ETFs
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?
- Ideas and Innovation for Financial Advisors - Advisorpedia

Bitcoin’s Price Perils Create Case for Protected Portfolio
While bitcoin saw strong and resilient performance this summer, fall is turning out to be a completely different story.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Help Derisk Your Crypto Portfolio With Laddered Bitcoin ETFs
Offering a blend of bitcoin returns and a level of downside protection, these funds could provide an ample amount of derisked bitcoin exposure.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Buy the Dip. Skip the Risk.
Protected Bitcoin ETFs let you invest with confidence--even when markets get volatile.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman
Matt Kaufman on the new Calamos Autocallable Growth ETF (CAGE).
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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
- Ideas and Innovation for Financial Advisors - Advisorpedia

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
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

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.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Autocallables 101: Why Transparency & Fees Matter
Autocallable income ETFs provide an approach to equity income strategies, offering clearer insight into how the strategy works.