Investment Team Voices

Calamos Investment Team Outlooks, October 2022

October 3, 2022

Despite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Finding Innovation in the Chemicals Industry: Why We Say Yes to Croda

Jim Madden, CFA; Tony Tursich, CFA; Beth Williamson
July 28, 2022

ESG opportunities with robust returns on investment can be found even in industries with discernable environmental and societal constraints. However, due diligence is key. Using the chemicals industry as an example, the Calamos Sustainable Equities Team demonstrates why proprietary research—not third-party ratings—drive authentic and credible ESG portfolio construction.

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Calamos Investment Team Outlooks, July 2022

July 7, 2022

At Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Perspectives on Quality in the Energy Sector

Dennis Cogan, CFA and Jay Stewart, CFA
June 29, 2022

While much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.

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Global Market Update: A Progress Report on the 3 Rs

Todd Speed, CFA
June 10, 2022

Global markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.

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Global Defense Stocks Enjoy New Tailwinds

Jay Stewart, CFA
May 6, 2022

Geopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.

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