Investment Team Voices

Perspectives on Innovation: “Responsible AI” as a Barometer for Risk Mitigation and Growth Potential

Beth Williamson

August 31, 2023

Artificial intelligence (AI) will create many exciting opportunities for companies, but it also has the potential to exacerbate risks, especially concerning user privacy. As they adopt AI, how can companies ensure digital trustworthiness to protect their clients and grow their business for the future?

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Perspectives on Innovation: Why “Net Zero” Wins over “Carbon Neutral”

Beth Williamson, Valia Tsoukopoulou

August 24, 2023

The Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.

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We’re Finding Much to Like in Japan: Calamos Global Opportunities Fund

Todd Speed

August 22, 2023

Thanks to favorable macro and market tailwinds and bottom-up company fundamentals, Japanese companies are positioned for brighter prospects, according to the Calamos Global Equity Team.

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5 Reasons for Small Caps and Calamos Timpani Small Cap Growth Fund (CTSIX)

Brandon M. Nelson

August 17, 2023

Senior Portfolio Manager Brandon Nelson discusses why he’s excited about the prospects for small caps and even more optimistic about small cap growth stocks and the opportunities for Calamos Timpani Small Cap Growth Fund (CTSIX).

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Perspectives on Innovation: Ingredient Companies Provide Appetizing Growth Potential

Jim Madden, Tony Tursich, Beth Williamson

August 7, 2023

The Calamos Sustainable Equities Team explains how ingredient companies offer the opportunity to participate in long-term secular and demographic trends, while mitigating the risks associated with packaged food companies.

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Perspectives on Innovation: Sustainable Building Trends Drive Investment Opportunity

Jim Madden, Tony Tursich, Beth Williamson

July 27, 2023

Leaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.

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Calamos Investment Team Outlooks, July 2023

John P. Calamos, Sr.

July 3, 2023

During the second quarter, the economy continued to tread a path of “better than feared, but far from strong.” We believe the US can continue on a growth path, albeit at a slowing pace. Attention to fundamentals, individual security selection and risk management will be paramount for navigating higher short-term rates and a moderating economic recovery.

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Fixed Income Update: Credit Market Fundamentals Call for Active Risk Management

Matt Freund, Christian Brobst, Charles E. Carmody

July 3, 2023

Fundamentals for investment-grade and high-yield credit may look strong on the surface but have become more mixed and defaults are increasing, which makes selectivity and a bond-by-bond approach essential.

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Narrow Market Likely to Broaden to Quality Stocks Across Sectors

Jim Madden, Tony Tursich, Beth Williamson

July 3, 2023

The dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.

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Japan, Global AI and an Uneven Covid Reopening

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge

July 3, 2023

We remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.

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Investment Team Voices

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