Supported by fundamentals, valuations, as well as the potential for a less burdensome regulatory environment, European bank stocks are positioned for sustained upside, explains Dave Gallagher, CFA, of the Calamos Global Equities team.
Read PostAs Europe addresses the disruption of recent US policy shifts and geopolitical change, new investment opportunities have emerged. Jay Stewart, CFA, speaks to the powerful secular theme of Europe’s defense spending.
Read PostAn extended period of a sideways-to-weaker US dollar has historically supported higher returns in international stocks relative to US stocks, explains Senior Portfolio Specialist Todd Speed, CFA.
Read PostThe global equity market is in the early stage of a leadership rotation into overseas markets, explains Nick Niziolek—and the Calamos global and international portfolios are positioned to capitalize on this change of fortunes.
Read PostBeth Williamson of the Calamos Sustainable Equities Team explains how AI innovations are improving the mining industry's environmental impact, health, and safety. She highlights some of the quality growth companies at the forefront of this global trend.
Read PostBrandon Nelson, CFA, Senior Portfolio Manager, speaks to why he believes small caps have a lot more room to run, the niche opportunities that check the boxes for him as he seeks small cap winners, and the outsized potential that microcaps may offer.
Read PostThe Calamos Sustainable Equities Team discusses its quality-driven approach and explains why companies with strong financial and nonfinancial characteristics offer the most compelling prospects for growth.
Read PostThe last of the six major US banks recently exited the Net Zero Banking Alliance. The Calamos Sustainable Equity Team cautions about reading too much into announcements like these and speaks to the numerous options that sustainable investors have for engaging in the growth opportunities in the global financial services sector.
Read PostCan 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.
Read PostThe excess returns generated by US benchmarks over the last two years have been driven by substantially positive macroeconomic surprises, especially for growth but also for inflation. Despite current optimism, extending the surprises through 2025 will be challenging.
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