Investment Team Voices

Part 2: An Investment Approach that Relentlessly Pursues Leaders

Special Three-Part Series
November 13, 2023

In part two of a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.

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Part 1: Straight Talk with the Calamos Sustainable Equities Team

Special Three-Part Series
November 6, 2023

In a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.

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Welcome Back, Mr. Bond

Michael Grant, Co-CIO
October 26, 2023

Low interest rates and central bank distortions have been the hallmark of the post-2008 era. The past quarter was notable for the sense that this landscape is giving way to something quite different, with real interest rates attaining their highest levels in two decades. In his latest commentary, Michael Grant sorts out the implications of this “new normal.”

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Calamos Investment Team Outlooks, October 2023

John P. Calamos, Sr.
October 5, 2023

As rising oil prices, soaring yields and seesawing markets test investors, our teams remain confident that there are many long-term opportunities across asset classes. With an introduction from Founder and Global CIO John P. Calamos, Sr.

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2023: Now For the Harder Part

Michael Grant
October 5, 2023

In his Q3 Investment Team Outlook, Michael Grant discusses the “harder” challenges confronting investors in the latter part of 2023, which underscore the portfolio’s emphasis on a mix of select quality GARP opportunities and cyclicals that appear too cheap in the absence of a near-term recession.

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CMNIX: Continued Strength as Bonds Tumble

Eli Pars
October 5, 2023

As rising interest rates delivered a blow to traditional bonds during the quarter, CMNIX once again demonstrated the benefits of not being at the mercy of interest rate moves.

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