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.
Read PostGreen innovation or traditional hydrocarbons and commodities? When it comes to investment opportunities, the Calamos Global Equity Team finds reasons to choose both, capitalizing on a combination of long-term themes and near-term disruptions.
Read PostEven companies that are traditionally considered to be “cyclicals” can benefit from long-term secular trends. The Calamos Global Equity team discusses how the global move to renewable energy is supporting opportunities in copper and other commodities.
Read PostProgress in Covid-19 vaccine development provides a powerful tailwind to the struggling airline industry. Jay Stewart takes a look at the upside opportunities the Calamos Global Team sees, including the types of airline companies that they believe are best positioned for success.
Read PostInvestment opportunities in the aerospace industry are evolving due to global demographics and the grounding of Boeing’s MAX aircraft. Our team speaks to the sustainable long-term trends they see for select global commercial aerospace companies.
Read PostIn a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.
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