Investment Ideas

Investment Team Voices

  • March 17, 2023

    A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.

  • March 16, 2023

    Over recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.

  • March 13, 2023

    Last week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.

  • February 13, 2023

    Big Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.

  • 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.