Solid Ground, Shifting Winds: Navigating a Nuanced Credit Market
Matt Freund, Christian Brobst, Charles E. Carmody
January 2, 2026
The Calamos fixed income team expects solid corporate credit fundamentals and supportive technical conditions to continue into 2026, driven by fiscal tailwinds from tax legislation. However, ongoing Fed easing, large deficits, and inflation uncertainty warrant defensive positioning. As such we are migrating toward higher credit quality while preserving income.
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