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.
Read PostAI 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.
Read PostCo-CIO Nick Niziolek explains why an earnings-driven process is well positioned for today’s market—and why the opportunities are set to rev higher.
Read PostCo-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.
Read PostSenior Co-Portfolio Manager Joe Wysocki discusses the exciting issuance trends in the convertible market and the opportunities convertibles provide for risk-managed growth.
Read PostIn its new paper, “Investing in China’s Clean Energy Transition,” the Calamos Sustainable Equities Team discusses how they identify opportunities in a complex environment.
Read PostAs US companies spend on AI buildout, international companies are reaping the rewards, explains Co-CIO Nick Niziolek.
Read PostEngagement is an integral part of the Calamos Sustainable Equities Team’s research process. The sustainability dialogues sharpen the team’s investment conviction in ways no third-party data source can replicate.
Read PostCo-CIO Michael Grant reviews the fragile yet decisive truce that has emerged between the United States and Iran, and the implications for equity markets as the countries prioritize a political solution to the conflict. He explains why the relief rally in the wake of the ceasefire is genuine while not altering the broader framework he sees for 2026.
Read Post“There are always opportunities for long-term investors,” says Founder and Global CIO John P. Calamos, Sr. Drawing on lessons from the volatile 1970s, John shares five takeaways for navigating today’s geopolitical uncertainty and market volatility—emphasizing risk management, diversification, and staying invested. He goes on to share how our investment teams are navigating crosscurrents and uncovering opportunities across equities, convertibles, fixed income, and alternatives.
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