Investment Team Voices

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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The Panic Seems to Be Running Out of Steam

Matt Freund
March 17, 2023

A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.

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The Fed Finally Broke Something

John P. Calamos, Sr. and Michael Grant
March 16, 2023

Over recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.

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What the SVB Collapse Means for Investors

Matt Freund, CFA
March 13, 2023

Last week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.

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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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