Investment Team Voices

Calamos Investment Team Outlooks, October 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Brandon M. Nelson, Eli Pars, Jim Madden, Tony Tursich, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Michael Grant, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Michael Kassab, Bill Rubin
October 19, 2021

Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Inflation Casts a Longer Shadow

Christian Brobst, Vice President, Co-Portfolio Manager
September 24, 2021

As economic reopening has progressed and temporary supply disruptions have become more pervasive, the Calamos Fixed Income Team is adjusting its stance on inflation to incorporate above-trend, above-target inflation that will persist over the next two years, and potentially longer.

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Calamos Investment Team Outlooks, July 2021

John P. Calamos, Sr., Brandon M. Nelson, Joe Wysocki, Jon Vacko, Eli Pars, Michael Grant, Matt Freund, Christian Brobst, Charles E. Carmody, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, John Hillenbrand, Michael Kassab, Bill Rubin
July 19, 2021

Economic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Calamos Investment Team Outlooks, April 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Eli Pars, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Brandon M. Nelson, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Michael Grant, Michael Kassab, Bill Rubin
April 19, 2021

The first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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2021 Outlooks from the Calamos Investment Team

John P. Calamos, Sr., Matt Freund, Michael Kassab, Bill Rubin, Michael Grant, Jon Vacko, Joe Wysocki, Eli Pars, Brandon M. Nelson, Charles E. Carmody, Christian Brobst, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
January 26, 2021

Senior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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The Opportunity of Preferred Securities

Fixed Income Perspectives by Matt Freund, CFA and Christian Brobst
February 21, 2020

This is an environment where investors are well served by enhanced diversification into asset classes that play at the edges of traditional style boxes. The preferred securities market offers many opportunities for risk-conscious investors seeking income and the potential for total return.

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Short and Sweet: The Opportunity of Short-Term Bonds

Fixed Income Perspectives by Matt Freund, CFA and Christian Brobst
February 20, 2020

Over recent years, many investors have stretched for additional return by increasing risk. The volatility we’ve seen so far this year may make “risk-on” a less comfortable strategy in the future. For investors seeking to smooth out the bumpier ride we expect, short-duration bonds can be a good way to reduce risk while staying invested.

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The Underappreciated Swap Curve: A Closer Look

Fixed Income Perspectives by Christian Brobst
December 4, 2018

Over recent days, U.S. interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.

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