In a Multispeed Economy, Improving ROIC Guides the Way
John Hillenbrand
July 3, 2023
We continue to see a divergence in growth in different parts of the economy and in corporate returns on capital for individual companies. Calamos Growth and Income Fund’s positioning emphasizes real growth tailwinds, companies with improving returns on capital in 2024, and equities and fixed income with valuations at favorable expected risk-adjusted returns.
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