Going forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.
Read PostThe 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.
Read PostStickier 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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