As stewards of investors’ capital, we are concerned with the financial not the political. Alternative data is an essential part of the risk/reward equation. For example, we are highly selective in insurance companies because environmental factors (weather) create challenging capital implications that traditional analysts may overlook.
Read PostThe Calamos Sustainable Equities Team explains why they believe their investment approach gives a complete picture of a company’s ability to build shareholder value.
Read PostGoing forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.
Read PostAs the annual UN climate meeting Conference of the Parties (COP28) approaches, the topic of Carbon Capture Technologies is predicted to spark debate amongst the sustainability community. The Calamos Sustainable Equities Team clarifies what carbon capture is, why it is controversial, and where we stand on it.
Read PostAlthough the Fed paused interest rate hikes in September, its language was cautious regarding the timing of future rate cuts. In an environment of higher interest rates, we maintain a focus on identifying and investing in high-quality companies with lower levels of debt than their peers.
Read PostArtificial intelligence (AI) will create many exciting opportunities for companies, but it also has the potential to exacerbate risks, especially concerning user privacy. As they adopt AI, how can companies ensure digital trustworthiness to protect their clients and grow their business for the future?
Read PostThe Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.
Read PostThe Calamos Sustainable Equities Team explains how ingredient companies offer the opportunity to participate in long-term secular and demographic trends, while mitigating the risks associated with packaged food companies.
Read PostLeaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.
Read PostThe dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.
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