Investment Team Voices

The Fed Finally Broke Something

John P. Calamos, Sr. and Michael Grant
March 16, 2023

Over recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.

Read Post

Calamos Investment Team Outlooks, October 2021

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.

Read Post

Calamos Investment Team Outlooks, July 2021

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.

Read Post

Calamos Investment Team Outlooks, April 2021

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.

Read Post

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.

Read Post

Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant
May 17, 2016

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

Read Post