Investment Team Voices

An Improved Backdrop for Growth Stocks

Matt Freund, Michael Kassab
April 3, 2023

The 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.

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The Panic Seems to Be Running Out of Steam

Matt Freund
March 17, 2023

A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.

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What the SVB Collapse Means for Investors

Matt Freund, CFA
March 13, 2023

Last week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.

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