Investment Ideas

Investment Team Voices

  • January 3, 2023

    The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.

  • October 3, 2022

    Despite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

  • August 25, 2022

    Drawing on more than 50 years of experience, Calamos Founder and Global CIO John P. Calamos, Sr. shares his time-tested perspective on investing through uncertainty and discusses how to navigate the challenges of the current environment.

  • July 28, 2022

    ESG opportunities with robust returns on investment can be found even in industries with discernable environmental and societal constraints. However, due diligence is key. Using the chemicals industry as an example, the Calamos Sustainable Equities Team demonstrates why proprietary research—not third-party ratings—drive authentic and credible ESG portfolio construction.

  • July 15, 2022

    Option skew is at its flattest level in 10 years, which creates challenges for hedged equity strategies. Our alternatives team explains what’s happening and why they maintain conviction in their approach.