Emerging Market Technology: A Port in the Storm

Alex Wolf, CFA
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.

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Calamos CEFs: Unusual Dynamics Signal Rare Opportunities for Income-oriented Investors

By Robert F. Bush, Jr., SVP, Director of Closed-End Products
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.

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Economic Update and Asset Allocation Considerations, July 2020

John P. Calamos, Sr.
July 31, 2020

John P. Calamos, Sr., Founder and Global CIO, puts recent economic data into context. He discusses his cautious optimism for global economic recovery and the reflationary tailwinds that can support additional upside in the markets. In a period of accelerated disruption, not all companies will survive, but many are adapting quickly and provide attractive opportunities for selective and risk-aware investors.

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Global Asset Allocation: The Overlooked Opportunity

Nick Niziolek, CFA
July 27, 2020

Global diversification may have fallen out of fashion in recent years, but we believe “home-country” bias will be increasingly disadvantageous for U.S. investors. We see signs that a far-reaching shift is underway in the global economy and markets, which sets investors up well for strategic global diversification.

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Understanding EM Opportunity Requires Looking Past the Headlines

Nick Niziolek, CFA and Kyle Ruge, CFA
July 17, 2020

Non-U.S. companies, including those domiciled in China and other emerging markets, can offer significant investment potential—but a selective approach is paramount. The Calamos global team discusses their research approach, which extends beyond companies and industries to understanding regulatory and political conditions around the world.

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ESG: A Signpost for Identifying Opportunities and Risks

Nick Niziolek, CFA and Paul Ryndak, CFA
July 8, 2020

In recent years, environmental, social and governance (ESG) factors have become increasingly important to many governments and companies, as well as investors. In this post, the Calamos global team explains how they incorporate ESG into their multi-faceted approach.

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Growth Potential Calling: A Look at India’s Telecom Industry

Nick Niziolek, CFA; Paul Ryndak, CFA; and Michael Burke, CFA
June 29, 2020

Companies that are beneficiaries of secular themes may be more resilient during periods of economic turmoil. But selecting the best investments also requires understanding country-specific and company-specific factors. In this post, we take a look at the unique combination of growth drivers creating tailwinds for India’s telecomm providers.

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