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Investing through Coronavirus Uncertainty: 3 Global Themes Creating Investment Opportunity

In challenging environments, top-down secular themes provide “a wind in the sails” that can help companies stay above the economy. In this post, the Calamos Global Equity Team revisits three themes that they’ve been bullish on for quite some time: Bioprocessing, artificial intelligence, and global payments. While growth prospects for these themes were strong coming into this crisis, the team expects opportunity to increase in these uncertain times.