Investment Ideas

CPLIX’s Grant: Optimistic About ‘Remarkable’ Earnings Improvement, Resilient Economy—and Potential for Risk Assets

Michael Grant

September 18, 2020

The economy’s continued reopening and an eventual fiscal package will support demand while cost cuts will drive operating leverage. These two should be a powerful combination to support earnings growth into 2021, says Michael Grant, Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies.

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August Was Wild, and Our Alts Worked

Eli Pars, Michael Grant

September 9, 2019

These are the markets our alternative funds are made for, an opportunity to demonstrate why they’re worthy of financial advisors' consideration as a core allocation in clients’ portfolios.

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More Upside for Equities? CPLIX’s Grant Makes The Case

Michael Grant

September 27, 2017

Days away from the start of the fourth quarter of 2017, Calamos long/short portfolio manager Michael Grant says he expects equities to move higher.

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How Fed Move Will Impact Economy, Financials

Michael Grant

September 25, 2017

Investor allocations to cash reflects the discomfort with the stock market. But for the long-term investor, cash may not serve their best interests.

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We Could Be Heading Toward a Confidence Rally

Michael Grant

September 27, 2016

“Positioning for the Late Stages of the Bull Market 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.

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