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Investment Team Voices

Fundamentals First: How We’re Staying Sure Footed

Matt Freund, Michael Kassab, Jake Hyatt
July 1, 2026

Growth stocks surged in Q2, led by AI infrastructure beneficiaries. Calamos Growth Fund maintains its quality bias, favoring hyperscalers and suppliers of critical AI components. With valuations elevated and market breadth historically narrow, the team remains disciplined and ready to rotate if leadership shifts.

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Everything Shaken, Little Really Stirred

Michael Grant
July 1, 2026

AI infrastructure dominance and a hawkish Fed are reshaping the investment landscape. Calamos Phineus Long/Short Fund manager Michael Grant sees broadening but concentrated market leadership, expects inflation to surprise to the downside, and anticipates a topping process through autumn as positioning risk and midterm election uncertainty intensify.

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