Investment Team Voices

Calamos Investment Team Outlooks, October 2022

October 3, 2022

Despite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Calamos Investment Team Outlooks, July 2022

July 7, 2022

At Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Calamos Investment Team Outlooks, April 2022

April 13, 2022

During the first quarter, surging volatility and vicious rotations battered the markets. These next months will test the resolve of investors, but our teams continue to see long-term opportunities for active, risk-aware approaches. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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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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Calamos Investment Team Outlooks, October 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Brandon M. Nelson, Eli Pars, Jim Madden, Tony Tursich, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Michael Grant, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Brad Jackson, Michael Kassab, Bill Rubin
October 19, 2021

Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Inflation Casts a Longer Shadow

Christian Brobst, Vice President, Co-Portfolio Manager
September 24, 2021

As economic reopening has progressed and temporary supply disruptions have become more pervasive, the Calamos Fixed Income Team is adjusting its stance on inflation to incorporate above-trend, above-target inflation that will persist over the next two years, and potentially longer.

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Calamos Investment Team Outlooks, July 2021

John P. Calamos, Sr., Brandon M. Nelson, Joe Wysocki, Jon Vacko, Eli Pars, Michael Grant, Matt Freund, Christian Brobst, Charles E. Carmody, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, John Hillenbrand, Brad Jackson, Michael Kassab, Bill Rubin
July 19, 2021

Economic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss 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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Calamos Investment Team Outlooks, April 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Eli Pars, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Brandon M. Nelson, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Michael Grant, Brad Jackson, Michael Kassab, Bill Rubin
April 19, 2021

The 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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As Long-Term Interest Rates Rise, Here’s What Investors Should Be Thinking About

John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer
March 19, 2021

After years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.

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Strengthening Tailwinds for High Yield Bonds

Matt Freund, CFA, and Christian Brobst
March 4, 2021

We are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.

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