Fundamentals for investment-grade and high-yield credit may look strong on the surface but have become more mixed and defaults are increasing, which makes selectivity and a bond-by-bond approach essential.
Read PostAlthough the rally may slow, we expect leadership will broaden beyond the “Magnificent Seven” of mega-cap stocks, rewarding a broader group of companies with consistent cash flow generation and strong balance sheets. Calamos Growth Fund has significant positions in technology companies that are now viewed as key AI players.
Read PostThe 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.
Read PostOur fixed income team shares their outlook on the Federal Reserve, the economy and the markets, and how they are positioning portfolios to be well-compensated for the risks undertaken.
Read PostA 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.
Read PostLast 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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