It's no understatement to point out that the Calamos Autocallable Income ETF (CAIE) has seen meteoric flows ever since the fund launched on June 25, 2025. CAIE has already accrued over $350 million in assets under management, a testament to its appeal. These flows aren't happening by chance. In today's environment, where advisors and investors are actively seeking alternative sources of income, CAIE stands out by offering a compelling and innovative solution. See More: Autocallable ETF CAIE Hits $300 Millio ...

Is it time to go on offense, or tighten your defense? That's the question many advisors and investors may be asking right now. Today's market isn't offering easy answers. We're navigating a landscape full of contradictions, where opportunity and risk coexist in equal measure. To say the U.S. economy has faced economic stressors lately would likely be an understatement. Concerns over government shutdowns, new tariff threats, persistent inflation, and more continue to rattle the country's long-term outlook. H ...

Calamos Investments及其自动赎回ETF产品 - 公司推出首只自动赎回ETF Calamos Autocallable Income ETF (CAIE) 该产品在结构上类似于债券但与股票指数挂钩 若标的股票未跌破预设屏障则支付月度收入并返还本金 [1][2] - CAIE已成为公司最受欢迎的ETF 在短短几个月内资产管理规模迅速超过3亿美元 [2] - 产品采用"阶梯式"方法分散风险 其近期票面利率已超过14% 体现了高收入与承担股市尾部风险且上行潜力有限之间的权衡 [4] - 与备兑看涨和股票溢价收入ETF相比 CAIE提供更稳定的支出和税收优势 几乎所有票息都被视为资本返还 其波动性特征长期跟踪标普500指数 [4] - 公司预告将推出跟踪纳斯达克100指数的Calamos US Tech Autocallable Income ETF (CAIQ) 因指数波动性更高可能提供更高收入 同时保持多元化的阶梯式投资组合结构 [5] Franklin Templeton的ETF业务发展 - 公司全球ETF资产管理规模已突破500亿美元 [1] - 此增长由广泛的产品线驱动 包括智能贝塔、指数和主动策略 其中主动ETF和单一国家基金表现尤为成功 [6] - 旗舰基金如Franklin International Low Volatility High Dividend ETF (LVHI)和Putnam Focus Large Cap Value ETF (PVAL)资金流入强劲 [7] - 监管变化和投资者对成熟主动策略的需求推动了主动ETF的增长 [7] - 公司对新批准的ETF份额类别结构持谨慎看法 认为其影响可能不及主动ETF的发展势头 [7] 行业趋势与产品特性 - 自动赎回ETF等产品复杂性增加 凸显了透明度和投资者教育的重要性 [3] - 顾问常将CAIE作为股票或高收益债券的替代品进行配置 [4]

The Calamos Autocallable Income ETF (CAIE) has reached a notable milestone, surpassing $300 million in AUM in under four months since its launch on June 25, 2025. This rapid growth highlights strong investor interest in the fund's unique strategy, which centers on autocallables, a yield note that remains relatively unfamiliar to many retail investors. An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s).There can be no assurance that the Fund(s) will a ...

This fund builds out its portfolio by laddering a collection of autocallable yield notes. These market-linked investments generate coupon payments based on equity market performance. To break it down, CAIE's autocallables use the MerQube US Large-Cap Vol. Advantage Index as their reference index. As long as the performance of these notes doesn't drop below the barrier level of -40%, each of these notes will continue to bring in yield every month. Essentially, CAIE lets investors continue to earn competitive ...

产品获奖与市场认可 - Calamos Autocallable Income ETF (CAIE) 于2025年9月获得SRP美洲奖的“最具创新产品奖” [1] - 这是该奖项首次颁发给一只ETF和资产管理公司 打破了以往由结构性产品和银行获得此奖的传统 [1] - 该基金上市不到三个月内 资产管理规模已累积超过2.5亿美元 显示出强劲的市场需求 [2] 产品策略与运作机制 - 基金旨在通过其阶梯式自动赎回票据投资组合产生月度收益 [3] - 自动赎回票据的票息支付和本金偿付与股市表现挂钩 即使在股市下跌时也可能产生收益和本金 [3] - 投资组合中所有自动赎回票据均以MerQube美国大盘股波动率优势指数作为参考指数 [4] - 只要该指数跌幅不超过-40%的屏障水平 基金持有的52只以上自动赎回票据将寻求提供月度票息支付 [4] 阶梯式投资组合的优势 - 阶梯式结构使基金能够覆盖多种不同时间期限 相比投资单一自动赎回票据可能提供更平滑的收益路径 [5] - 基金的本金会自动进行再投资 这消除了手动再投资单一自动赎回票据所带来的复杂性和部分风险 [5] 产品表现与定位 - 截至2025年9月18日 该基金的加权平均票息率为14.5% [6] - 突出的收益率进一步巩固了其作为股票替代品和收益组成部分的应用场景 [6] - 公司认为CAIE将成为未来市场上高效交付自动赎回票据的典范 [7]

Calamos Plans for Second Autocallable Income ETF (CAIQ), Extending Its First-Mover Leadership in Autocallable ETFs Following Strong Demand for Award-Winning CAIE Metro Chicago, Illinois, September 25, 2025– John Koudounis, President and CEO of Calamos, a leading alternatives manager, announced the anticipated Q4 listing of the U.S. Tech Autocallable Income ETF (CAIQ). The first of its kind ETF to provide exposure to a QQQ-based laddered autocallable income strategy follows Calamos Autocallable Income ETF ...

It should go without saying at this point that the Calamos Autocallable Income ETF (CAIE) has attracted significant advisor and investor interest all summer. The fund launched at the tail end of June 2025. Since then, it has accrued significant inflows, passing the $150 million threshold in net assets by August. Interest from advisors and investors doesn't seem to be slowing down any time soon, either. Data from FactSet shows that as of September 12, 2025, the fund has seen over $100 million in net flows in ...

Could now be a good time to pivot a portion of assets away from high-yield bonds? Although high-yield bonds have recently provided significant income on a relatively consistent basis, several emerging factors could work against them going forward. First, the recent job numbers have reignited concerns that the US economy could be slowing down, even as inflationary pressures persist. A slower US economy could create a challenging environment for high-yield bond investors because it can make it difficult for i ...

美国股市现状 - 美国股市状况较年初明显改善 通胀担忧和关税紧张局势有所缓解[1] - 许多公司季度业绩超出分析师预期 主要股市指数接近历史高点[1] - 股市仍有增长空间 但导致年初抛售的风险因素仍未完全消失[2] 另类投资策略 - 可通过另类策略应对当前股市环境 提供与股票表现挂钩的回报[2] - 另类策略旨在产生高月度收入 并提供一定程度的下行保护[2] - Calamos Autocallable Income ETF (CAIE) 提供创新解决方案 通过股市寻求高且稳定的月度收入[3] 自动赎回结构产品特性 - CAIE基金采用阶梯式自动赎回票据组合策略[3] - 自动赎回票据类似高收益债券 通常与标普500等主要指数挂钩[3] - 产品结构简单：若标普500上涨或持平 投资者可获得月度收入直至票据被赎回 届时返还本金[4] - 在市场下跌期间仍能有效运作 只要标普500跌幅不超过-40%屏障水平 投资者继续获得月度收入[5] - 即使标普500下跌达40% 投资者仍能获得月度收入直至到期日 并收回本金[6] 产品优势 - CAIE成为应对长期股市不确定性的"两全其美"解决方案[6] - 在股市向好时提供收入机会 在市场下跌时提供下行保护[6] - 产品设计使投资者能够在当前市场环境下获得弹性月度收入[6]