Investment Team Voices

Perspectives on Quality in the Energy Sector

Dennis Cogan, CFA and Jay Stewart, CFA
June 29, 2022

While much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.

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Global Opportunities: Japanese Equities

Nick Niziolek, CFA, Dennis Cogan, CFA, Paul Ryndak, CFA, and Kyle Ruge, CFA
January 20, 2022

A cyclically oriented market, strong corporate balance sheets and attractive valuations position Japan to outperform, explains the Calamos Global Equity Team.

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