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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Perspectives on Quality in the Energy Sector

Dennis Cogan, CFA and Jay Stewart, CFA
June 29, 2022

While much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.

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Global Market Update: A Progress Report on the 3 Rs

Todd Speed, CFA
June 10, 2022

Global markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.

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Global Defense Stocks Enjoy New Tailwinds

Jay Stewart, CFA
May 6, 2022

Geopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.

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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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Global Opportunities: Japanese Equities

Nick Niziolek, CFA, Dennis Cogan, CFA, Paul Ryndak, CFA, and Kyle Ruge, CFA
January 20, 2022

A cyclically oriented market, strong corporate balance sheets and attractive valuations position Japan to outperform, explains the Calamos Global Equity Team.

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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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