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Investment Team Voices

The CARES Act Should Limit Downside Risks and Set the Stage for a Faster Recovery

Equity Market Perspectives by John Hillenbrand
March 31, 2020

The CARES Act can reduce immediate downside risks as well as systematic shocks to the U.S. economy and financial system, says John Hillenbrand, Co-CIO and Senior Co-Portfolio Manager. He explains why he believes the Act will be successful in its overall goals, and some areas positioned to benefit from an investment standpoint.

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Why the Bull Market Can Continue

John P. Calamos, Sr.
February 14, 2018

As long as the upward corporate earnings trend remains intact due to ongoing global expansion, equities have more room to advance.

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“Safety Stocks” Fall Short of Expectations

U.S. Growth Equity Team Perspectives by Scott Becker, CFA
August 12, 2016

Scott Becker, CFA, SVP and Head of Portfolio Specialists, discusses concerns about the valuations of low-to-no-growth “safety stocks” amid recent data that suggests expectations have been too high.

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Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant
May 17, 2016

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

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Why Growth Stocks Now?

John P. Calamos Sr.
September 9, 2014

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

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