The latest white paper from the Calamos Sustainable Equities Team highlights how nuclear power could provide a powerful zero-carbon tool to address the challenges of skyrocketing energy demand and climate change, provided that proper guardrails are in place to prevent current risks.
Read PostThe Calamos Global Equities Team takes an active, high-conviction approach and recognizes that the most compelling growth potential may be found off the beaten path.
Read PostThere are plenty of reasons to be bullish on global convertibles and confident about the health of the global convertible market, according to Co-CIO Eli Pars. He explains why a handful of defaults in a pocket of the Chinese market only available to Chinese investors is not a harbinger of something bigger.
Read PostVolatility creates opportunity for long-term investors. In the wake of the global equity market selloff, Co-CIO Nick Niziolek discusses the opportunities the Calamos Global Equity Team sees in emerging markets and how Calamos Evolving World Growth Fund (CNWIX) is positioned to harness growth tailwinds.
Read PostIn the second half of 2024, we are prepared for choppiness with the approach of the presidential election, the outcome of which could have far-reaching implications for the economy. We are confident in our ability to navigate the crosscurrents and are encouraged to see markets attentive to individual company fundamentals. With an introduction from Founder and Global CIO John P. Calamos, Sr.
Read PostEmployment markets recovered. Corporate profit margins are peaking but stable. Earnings can advance 5% or so in a not-so-terrible world of 5% nominal GDP. We are benignly moving beyond the unusual contours of the post-pandemic years, leaving open for debate, “What is normal?”
Read PostThe fund continues to outperform the traditional bond market thanks to an alternative approach that is not vulnerable to the interest rate risks that confront bonds. And we believe the fund’s recent and long-term performance also demonstrates the merits of our approach as an alternative to cash.
Read PostLast year, we had the opportunity to establish an especially attractive option trade to pursue 65% of the market’s upside with just 35% of the downside at its expiration in December 2024. While the 65/35 trade served us well, we look to the future and the many scenarios that may evolve, taking advantage of whatever the market brings.
Read PostWe remain optimistic that overall economic growth, inflation, and monetary policy trends will normalize along their current trajectories, providing a tailwind for risk assets. We are investing in companies exposed to AI, productivity enhancements, and cybersecurity trends. We expect the convertible market will participate in these fast-growing trends for years to come.
Read PostEconomic data is softening, there’s plenty of geopolitical risk, and no one has a crystal ball concerning the Fed. In terms of the presidential election, the biggest surprise would be no surprise. All in all, there’s every reason to favor the lower-volatility approach global convertibles provide.
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