Alex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
Read PostConvertible security strategies can be an attractive choice for an asset allocation core because they lessen the need to make a timing call about the stock market, interest rates or economic recovery, explains John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments.
Read PostInvesting behind the drivers of disruption and beneficiaries of disruption while avoiding the losers is an important part of how we build the Calamos global and international portfolios. When we look across the vector of secular forces in place for the last decade, the gap has widened strikingly between winners and losers in the span of just a few months.
Read PostThere’s a very compelling case for small-cap stocks today, according to Senior Portfolio Manager Brandon Nelson. He believes many of CTSIX’s holdings can benefit from thematic tailwinds as enduring trends emerge in the wake of COVID-19, such as work from home and play at home.
Read PostJohn P. Calamos, Sr. explains why it makes sense to stay invested through uncertainty. There are variety of ways to potentially reduce the equity exposures in a portfolio without going to cash—for example, by including risk-managed liquid alternative and convertible security strategies.
Read PostThe CARES Act can reduce immediate downside risks as well as systematic shocks to the U.S. economy and financial system, says John Hillenbrand, Co-CIO and Senior Co-Portfolio Manager. He explains why he believes the Act will be successful in its overall goals, and some areas positioned to benefit from an investment standpoint.
Read PostIn 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.
Read PostFor John P. Calamos, Sr., the recent market downturn is reminiscent of conditions in 1987. He explains why conditions point to a V-shaped recovery and why he believes convertible securities are extremely compelling.
Read PostNick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.
Read PostJohn P. Calamos, Sr. encourages taking a long-term view in this challenging time. During this period of heightened uncertainty, it’s important to remember the historic resilience of the markets and the global economy. Drawing upon our decades of experience and our risk-management DNA, our teams are identifying opportunities where securities have been oversold, including in the convertible market.
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