The receding pandemic should continue to provide a tailwind for the reopening exposure, local consumption opportunities, and select reflationary beneficiaries, according to the Calamos Global Equity team in its latest update, "Navigating Shifting Crosscurrents."
Read PostRead how CIGIX uses growth compounders with the potential to generate outsized returns over time while seeking to minimize exposure to losses in underperforming international equities.
Read PostNotwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.
Read PostThe Calamos Global Equity Team shares its perspective on the U.S. dollar, global interest rates, emerging markets, Europe, Japan, India, China and other key issues that shape the positioning of the Calamos Global Suite.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read PostDespite the uncertainty of the U.S. election and Covid-19, the Calamos global equity team believes there is considerable upside investment potential for active managers. In “Sustained Tailwinds for Global Risk Assets,” they share their outlook on the global markets and the implications for portfolio positioning.
Read PostIn fact, COVID-19 has been a catalyst, unlocking the value of overseas markets, says Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager.
Read PostThe Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
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