Investment Team Voices

Will Inflation Rise in 2021? Yes. Will It Be Insurmountable? No.

Matt Freund, CFA
December 18, 2020

Co-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.

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The Unprecedented Challenges We Face Today Call for Long-term Perspective

John P. Calamos, Sr.
March 20, 2020

John P. Calamos, Sr. encourages taking a long-term view in this challenging time. During this period of heightened uncertainty, it’s important to remember the historic resilience of the markets and the global economy. Drawing upon our decades of experience and our risk-management DNA, our teams are identifying opportunities where securities have been oversold, including in the convertible market.

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Calamos Hedged Equity Fund: A Dynamic Approach for Navigating Market Volatility

March 5, 2020

CIHEX has demonstrated resilience consistently during market drawdowns, including the February selloff. We interviewed the fund’s investment team to learn more about how they’ve historically mitigated risk and pursued upside through a highly responsive, dynamic approach that contrasts with “set-it-and-forget-it” options-based funds.

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