Investment Team Voices

Selective Risk Exposure Remains Our Target

John Hillenbrand
April 3, 2023

Calamos Growth and Income Fund reflects selective risk positioning in specific areas that we believe have real growth tailwinds, in companies with improving returns on capital in 2023 and 2024, and in equities and fixed income with valuations at favorable expected risk-adjusted returns.

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An Improved Backdrop for Growth Stocks

Matt Freund, Michael Kassab
April 3, 2023

The investment team of Calamos Growth Fund sees the current rate environment, moderating inflation and reasonable global growth providing a solid backdrop for secular growth companies.

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Quality for Uncertain Times

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

The Calamos Sustainable Equities Team shares their perspective on recent volatility, the potential for additional market shocks and how they are positioning Calamos Antetokounmpo Sustainable Equities Fund with an emphasis on higher-quality companies that companies that can better withstand inflation, rising rates and slowing growth.

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Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) Investment Team Outlook

Jim Madden, Tony Tursich, Beth Williamson
March 30, 2023

Just one quarter into 2023, and investors can now add a crisis of confidence in the banking system and a raging debate over ESG investing to the list of challenges. However, all of this only bolsters our conviction in SROI’s global core growth stock portfolio that focuses on unlocking performance and delivering societal returns.

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Calamos Investment Team Outlooks, January 2023

January 3, 2023

The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.

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