Investment Team Voices

A Normalizing Economic Backdrop Offers Capital Appreciation Opportunities

John Hillenbrand

January 4, 2024

John Hillenbrand, CPA, believes 2024 will be the beginning of the end of the normalization process as the extraordinary Covid measures unwind. Given expectations of slowing but positive economic growth over the next year, his team is assessing the investment opportunities for Calamos Growth and Income Fund (CGIIX), focusing on real growth and return-improvement areas.

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We See Continued Upside for Quality-Oriented Growth Stocks in 2024

Matt Freund, Michael Kassab

January 4, 2024

The investment team of Calamos Growth Fund (CGRIX) explain why they believe the fund will be well served by its focus on what they consider to be quality growth companies, including positions in leading technology companies and health care innovators.

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Calamos Investment Team Outlooks, January 2023

January 3, 2023

The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.

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Calamos Investment Team Outlooks, January 2022

January 24, 2022

Stickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. 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

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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