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Investment Team Voices

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.

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Taper Tantrum Redux? History Often Rhymes, but It Rarely Repeats

Nick Niziolek, CFA
April 9, 2021

Co-CIO Nick Niziolek, CFA, explains why the Calamos Global Team is not expecting a repeat of the 2013 Taper Tantrum once the Federal Reserve does begin removing monetary stimulus. He discusses how changed Fed policy, improved emerging market fundamentals and a strong growth outlook put emerging markets on a far better footing today.

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As Long-Term Interest Rates Rise, Here’s What Investors Should Be Thinking About

John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer
March 19, 2021

After years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.

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Strengthening Tailwinds for High Yield Bonds

Matt Freund, CFA, and Christian Brobst
March 4, 2021

We are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.

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Setting Out the Bullish Case for China

Kyle Ruge, CFA
February 18, 2021

China’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.

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Luxury Stocks: Once a Cyclical Growth Opportunity, Now a Secular One

Jessica Gerberi, CFA
February 2, 2021

In prior economic cycles, the global luxury industry has shown characteristics of cyclicality, but in the past several years, the industry has experienced an unprecedented run, driven by structural growth themes. Increased adoption of ecommerce and a focus on the Chinese consumer have transformed the luxury industry and provide tailwinds for future growth.

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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.

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Key Themes for Successful Asset Allocation in 2021

John P. Calamos, Sr.
January 6, 2021

Amid its unprecedented challenges, 2020 affirmed long-standing truths about the resilience of the economy and markets. For investors, the year also reinforced the benefits of a long-term perspective, diversification and active management. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer, discusses why these principles will be just as critical for successful asset allocation in the future.

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Will Inflation Rise in 2021? Yes. Will It Be Insurmountable? No.

Matt Freund, CFA
December 18, 2020

Co-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.

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