January 02, 2026
“We believe there are many reasons for investors to be optimistic as 2026 begins,” says Founder and Global CIO John P. Calamos, Sr. in his introduction to the investment teams’ New Year’s outlooks across equity, convertible, fixed income, and alternative strategies. With favorable macro conditions, business-friendly policies, and opportunities spanning global markets, our teams identify compelling reasons to be encouraged while emphasizing diversification and active management to navigate ongoing volatility.
October 02, 2025
“During the third quarter, markets once again surmounted a wall of worry,” says Founder and Global CIO John P. Calamos, Sr. in his introduction to the investment teams’ quarterly outlooks. “Although market leadership is broadening, this is very much a market where individual security selection will matter and one where we believe our teams can excel.” He emphasizes that diversification across geographies, market caps, and asset classes remains essential for navigating potential volatility ahead.
July 01, 2025
“In this period of ‘creative destruction,’ not all companies will be able to adapt and innovate. There will be winners and losers,” says Founder and Global CIO John P. Calamos, Sr. “Active management and fundamental security selection will be essential as this chapter unfolds.” He notes that, although there is never a perfect time to invest, the investment teams’ Q2 outlooks reinforce the tenet that there are always opportunities for long-term investors.
Currents of Opportunity: Wading into International Waters through a Global Approach
June 03, 2025
As international markets enjoy new tailwinds, investors may be missing out on a breadth of growth potential. Dennis Cogan and Sam Schutte discuss shifting market leadership, exciting thematic trends in international markets, and how Calamos global funds provide access to growth—in both the US and abroad.
The Case for Strategic Convertible Allocations
April 30, 2025
John P. Calamos, Sr. and Eli Pars discuss the role of convertible securities within portfolios, the value of active management, and encouraging global trends within the convertible market.
April 01, 2025
“I'm always thinking about what market history can teach us,” says Founder and Global CIO John P. Calamos, Sr., who has invested through many corrections, crashes, and periods of economic uncertainty. He notes: “Fifty-plus years as an investor has taught me that the economy is resilient, and the seeds of long-term opportunity are always being sown.” This same long-term constructive focus runs through our investment teams’ quarterly outlooks.
January 06, 2025
Can markets rise in 2025 despite strong recent performance? We believe there is considerable upside for active and selective managers. One recent trend is increased attention to company fundamentals, which sets up well for our funds, many of which outperformed peers in 2024. Get our complete 2025 outlook, introduced by Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
October 03, 2024
We are at a critical juncture—the US economy is growing but slowing, we’re not done with inflation, and consumers and businesses are worried. Although investors welcome the easing cycle, many wonder, “Now what?” In these outlooks, our senior investment team members highlight potential opportunities for long-term investors, and share how they are positioning the Calamos Funds to capitalize on them while managing risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.
July 05, 2024
In the second half of 2024, we are prepared for choppiness with the approach of the presidential election, the outcome of which could have far-reaching implications for the economy. We are confident in our ability to navigate the crosscurrents and are encouraged to see markets attentive to individual company fundamentals. With an introduction from Founder and Global CIO John P. Calamos, Sr.
April 04, 2024
We see investors give greater attention to company-specifics and believe our teams are well-equipped to perform in an environment that favors individual security selection, discipline, and the insight to identify themes that are transforming the world. With an introduction from Founder and Global CIO John P. Calamos, Sr.
January 04, 2024
Entering 2024, our teams see many opportunities across asset classes but remain vigilant to risks. With an introduction from Founder and Global CIO John P. Calamos, Sr.
October 05, 2023
As rising oil prices, soaring yields and seesawing markets test investors, our teams remain confident that there are many long-term opportunities across asset classes. With an introduction from Founder and Global CIO John P. Calamos, Sr.
Calamos Investment Team Outlooks, July 2023
July 03, 2023
During the second quarter, the economy continued to tread a path of “better than feared, but far from strong.” We believe the US can continue on a growth path, albeit at a slowing pace. Attention to fundamentals, individual security selection and risk management will be paramount for navigating higher short-term rates and a moderating economic recovery.
Calamos Investment Team Outlooks, April 2023
April 03, 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.
Global Opportunities: The Case for Emerging Markets Is Strong
March 30, 2023
Volatility at this stage of the market cycle is normal, explains the Calamos Global Equity Team. Many opportunities exist, especially in the emerging markets. The team discusses the opportunities of ASEAN reopening, nearshoring and friendshoring, and the relative stability in the emerging market banking sector.
Calamos Investment Team Outlooks, January 2023
January 04, 2023
The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
Calamos Global and International Update: Reasons for Optimism in 2023
December 22, 2022
The Calamos Global Team explains why 2023 could begin a multiyear cycle of non-US market outperformance, led by the emerging markets.
Calamos Investment Team Outlooks, October 2022
October 05, 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.
Convertible Securities: Market Review and Outlook
July 29, 2022
Over recent months economic and market conditions have created an unusual backdrop for all risk assets, convertibles included. To help address investors’ questions about why the convertible market has behaved the way it has this year, we share our midyear assessment.
Calamos Investment Team Outlooks, July 2022
July 08, 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.
April 13, 2022
During the first quarter, surging volatility and vicious rotations battered the markets. These next months will test the resolve of investors, but our teams continue to see long-term opportunities for active, risk-aware approaches. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
ESG Perspectives, April 2022
April 12, 2022
In “Mining Industry Opportunities Emerge as Demand Grows for Essential Minerals for Decarbonization,” Beth Williamson discusses how the Calamos Sustainable Equities Team is investing in companies that are benefiting from the mining industry’s efforts to position itself for a more sustainable future.
Global Convertible Market Update: Portfolio Manager Q&A
April 04, 2022
Senior co-portfolio managers Eli Pars and Joe Wysocki discuss the diverse opportunities in the global convertible market. They explain how convertible securities can provide tailwinds to help investors counter the headwinds of rising rates and equity market volatility.
Calamos Investment Team Outlooks, January 2022
January 20, 2022
Stickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
ESG Investing in China: The Calamos Sustainable Equity Team Approach
October 25, 2021
China’s ESG initiatives include many that are in line with those of the West and others that are unique to China. Chinese companies that understand the importance of ESG risks and opportunities can take advantage of “first-mover” competitive advantages, explains Co-Portfolio Manager Tony Tursich.