Investment Team Voices

CAPIX: A Pure Play, Institutional Private Credit Portfolio

September 27, 2023

Find out how Tim Nest, CFA, Co-Portfolio Manager of Calamos Aksia Alternative Credit and Income Fund (CAPIX), views the private credit market and how the team is seeking to capitalize on the yield and return potential of this global asset class.

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Perspectives on Innovation: Why “Net Zero” Wins over “Carbon Neutral”

Beth Williamson, Valia Tsoukopoulou
August 24, 2023

The Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.

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Calamos Investment Team Outlooks, July 2023

John P. Calamos, Sr.
July 3, 2023

During the second quarter, the economy continued to tread a path of “better than feared, but far from strong.” We believe the US can continue on a growth path, albeit at a slowing pace. Attention to fundamentals, individual security selection and risk management will be paramount for navigating higher short-term rates and a moderating economic recovery.

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Narrow Market Likely to Broaden to Quality Stocks Across Sectors

Jim Madden, Tony Tursich, Beth Williamson
July 3, 2023

The dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.

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