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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Copper: Cyclical Winner in a Shift to a Greener World

Jay Stewart, CFA and Mike Burke, CFA
December 14, 2020

Even 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.

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Airlines: Positioned for Take Off?

Jay Stewart, CFA
November 20, 2020

Progress 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.

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Investing in Disruption: Perspectives on the Aerospace Industry

Global Team Perspectives by Jay Stewart, CFA
January 30, 2020

Investment 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.

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