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Investment Team Voices

2025 Outlook: Calamos International Growth Fund

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
January 2, 2025

After outperforming in 2024, Calamos International Growth Fund enters 2025 on an optimistic note despite Trump's election, anticipating opportunities in an evolving AI ecosystem and international markets where negative sentiment may have overshot, particularly as the impact of "America First" policies may not necessarily translate to overseas equity losses.

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Ghosts of Markets Past, Present, and Future

Jim Madden, Tony Tursich, Beth Williamson
January 2, 2025

Taking inspiration from Charles Dickens' "A Christmas Carol," three market ghosts reveal crucial insights about US market exceptionalism, current valuations, and future investment strategies in sustainable investing.

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Calamos Fixed Income Suite: Targeting the Sweet Spot for Duration

Matt Freund, Christian Brobst, Charles E. Carmody
January 2, 2025

As the Fed is expected to cut rates to around 3.5% by the end of 2025 while inflation remains above target, Calamos fixed-income funds are positioning for a steeper yield curve and migrating to higher credit quality. We are maintaining selective exposure to high-yield opportunities and adjusting durations based on conditions.

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Why Sustainable Innovation and Investing Will Still Matter in the Trump 2.0 Era

Jim Madden, Tony Tursich, Beth Williamson
November 22, 2024

Drawing on experience over multiple market and economic cycles and the terms of many presidents, the Calamos Sustainable Equities team explains that including sustainable factors within a quality-focused investment process isn’t about politics—it’s about managing risk and enhancing returns.

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The Ice Begins to Break

Michael Grant
November 22, 2024

Donald Trump’s re-election reflects an important shift in forces in the West, according to Co-CIO Michael Grant. As this shift continues, investors need to consider a very different kind of financial landscape in the coming years.

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2024: Invincibility Syndrome

Michael Grant
October 16, 2024

The perception of the virtual invincibility of US equities has taken hold across large parts of the investment community. However, here’s the conundrum: an “Invincibility Syndrome” signals a crescendo and historically emerges when markets are in the process of establishing a major summit. If investors are crossing over a peak, what insight can prepare them for what lies beyond?

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Accessing China, Differently

Nick Niziolek
October 7, 2024

Calamos Evolving World Growth Fund was advantageously positioned to capture the rally in the Chinese equity market that kicked off last month. Co-CIO Nick Niziolek explains how the fund’s broader toolkit, including convertible securities, provided the opportunity for risk-managed participation.

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Calamos Investment Team Outlooks, October 2024

John P. Calamos, Sr.
October 3, 2024

We are at a critical juncture—the US economy is growing but slowing, we’re not done with inflation, and consumers and businesses are worried. Although investors welcome the easing cycle, many wonder, “Now what?” In these outlooks, our senior investment team members highlight potential opportunities for long-term investors, and share how they are positioning the Calamos Funds to capitalize on them while managing risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.

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Hard-Eyed View

Michael Grant
October 3, 2024

Investment narratives have changed rapidly on the heels of the Fed’s rate cut and China’s stimulus. But what are markets getting wrong? Michael Grant explains what to look for and how he’s positioning CPLIX to navigate the crosscurrents.

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