Investment Team Voices

Welcoming in a More Discerning Market

Matt Freund, Michael Kassab
April 4, 2024

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.

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Sorting Through a Mixed Bag

Matt Freund, Christian Brobst, Charles E. Carmody
April 4, 2024

Typically, 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.

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