Site navigation

Investment Team Voices

Risk Management Will Matter More in 2024

Jim Madden, Tony Tursich, Beth Williamson
January 4, 2024

Going forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.

Read Post

The Fed’s Pivot: Clear but Not an “All-Clear”

Matt Freund, Christian Brobst, Charles E. Carmody
January 4, 2024

We believe that the economy avoids recession altogether in 2024 and maintains a shallow growth trajectory with inflation falling below 3%, supporting our expectation that the fed funds rate will end the year roughly 100 basis points lower. Mindful of the risks in a decelerating economy, we continue to migrate the credit qualities of the Calamos fixed income funds higher.

Read Post