Investment Team Voices

Favorable Tailwinds for Convertible Securities

Jon Vacko, Joe Wysocki
July 3, 2023

Secular trends, cyclical opportunities and broadening issuance are driving opportunities in convertible securities. While we are finding select opportunities to invest in issues with bond-like structures, Calamos Convertible Fund maintains an emphasis on balanced structures.

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Calamos Investment Team Outlooks, April 2023

John P. Calamos, Sr.
April 3, 2023

The first quarter delivered plenty of volatility and rotation, but by the time the dust settled, market participants seemed to be taking things in stride. Markets are likely to prove challenging day-to-day, but our teams continue to find opportunities across asset classes, market caps and geographies.

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Selective Risk Exposure Remains Our Target

John Hillenbrand
April 3, 2023

Calamos Growth and Income Fund reflects selective risk positioning in specific areas that we believe have real growth tailwinds, in companies with improving returns on capital in 2023 and 2024, and in equities and fixed income with valuations at favorable expected risk-adjusted returns.

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