Investment Ideas

Investment Team Voices

  • October 12, 2020

    When thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.

  • October 9, 2020

    The Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.

  • September 24, 2020

    Heightened U.S-China tensions continue to reshape global supply chains, creating tailwinds for many international technology companies. Additionally, market conditions illustrate the benefits of building technology exposure that extends beyond the large-cap U.S. companies that often dominate U.S. investors’ attention and the headlines.

  • September 17, 2020

    As investors face the challenge of a low interest rate environment, Calamos closed-end funds have distribution histories and current distribution levels that make them a compelling choice for income-oriented investors. Additionally, current market prices offer an attractive opportunity for long-term investors.

  • August 24, 2020

    In a high volatility, low yield world, Calamos closed-end funds offer multi-asset class approaches designed to provide investors with powerful tools for addressing the search for income, explains. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.