Blogs

Investment Ideas

Investment Team Voices

  • November 11, 2019

    Our global team shares additional thoughts on the global payments ecosystem following a conference on the future of money that featured some of the world’s leading experts in payments, regtech, blockchain, cryptocurrencies, and digital trust. Forums such as these complement our in-house research, in this case deepening our understanding of evolving payment industry and its nuanced investment opportunities.

  • October 8, 2019

    Wild market swings. Slowing global growth. Impeachment controversy. Trade tensions. Global political uncertainty. These have not been easy months for investors, but there are still many opportunities, explains John P. Calamos, Sr., the founder and global CIO of Calamos Investments. John shares his ideas about how to position asset allocations in this volatile environment.

  • October 8, 2019

    Part of our global team’s strategy is to search out investment themes that we think will provide tailwinds for sustainable long-term growth and position our portfolios to benefit from them. In this post, we take a look at the bioprocessing industry and three themes that we believe will drive growth.

  • October 1, 2019

    In early 2016, many investors were surprised by China’s economic recovery. The lesson learned from the recovery was that policy responses in China have become stealthier and more targeted than they were during prior economic cycles. Consequently, it has become increasingly important to understand where policy is focused to position our portfolios to benefit from these tailwinds.

  • September 24, 2019

    The evolution of the payments ecosystem provides a long-term steady tailwind for the providers of card-based and electronic options. In this post, we take a look at how the payment ecosystem works and some of the compelling opportunities we see today.