Investment Team Voices

The Storm Clouds Keep Gathering, but Where is the Storm?

Michael Grant
April 4, 2023

Economic resilience will be the surprise in coming quarters, according to Michael Grant, Co-CIO and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Grant discusses his expectation that equities can grind higher, but returns will be muted.

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Calamos Investment Team Outlooks, April 2023

John P. Calamos, Sr.
April 3, 2023

The first quarter delivered plenty of volatility and rotation, but by the time the dust settled, market participants seemed to be taking things in stride. Markets are likely to prove challenging day-to-day, but our teams continue to find opportunities across asset classes, market caps and geographies.

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The Case for Emerging Markets Is Strong

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 3, 2023

The Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.

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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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