Emerging themes from 2023 have multidecade potential, and we seek to uncover new ways to capture this secular growth potential in the Calamos Growth Fund (CGRIX) portfolio.
Read PostTypically, when the markets anticipate more rate cuts than we believe possible, we would position our funds with durations shorter than their benchmarks. However, our expectation for a steeper curve has led us to position Calamos Total Return Bond Fund (CTRIX) and Calamos Short-Term Bond Fund (CSTIX) with neutral to slightly long durations.
Read PostThe investment team of Calamos Growth Fund sees the current rate environment, moderating inflation and reasonable global growth providing a solid backdrop for secular growth companies.
Read PostOur fixed income team shares their outlook on the Federal Reserve, the economy and the markets, and how they are positioning portfolios to be well-compensated for the risks undertaken.
Read PostThe 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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