The Calamos Sustainable Equities Team considers both financial and nonfinancial data to identify opportunity and manage risk. The team explores how stock exchanges are working to improve and increase nonfinancial data, including ESG data.
Read PostSustainable commodities may seem like a contradiction in terms, but the Calamos Sustainable Equities Team explains why it doesn’t have to be, thanks to innovative companies that source commodities from natural capital-rich regions through inventive techniques that add value and mitigate negative impacts on local ecosystems.
Read PostChina, the world’s largest cleantech investor, is home to companies on the cutting edge of sustainable themes, such as renewable energy and electric vehicles. But caution is still warranted. The Calamos Sustainable Equities team discusses the opportunity set and how it aligns with their risk-aware, quality-focused approach.
Read PostSustainable investment managers are often scrutinized for their supposed lack of investment in the energy sector. The Calamos Sustainable Equities Team invests in energy innovation, albeit in different ways than the ratings firms define it today. The team explains how their approach to energy reflects a risk-managed approach to quality growth opportunities.
Read PostThe Calamos Sustainable Equities Team shares their perspective on recent volatility, the potential for additional market shocks and how they are positioning Calamos Antetokounmpo Sustainable Equities Fund with an emphasis on higher-quality companies that companies that can better withstand inflation, rising rates and slowing growth.
Read PostJust one quarter into 2023, and investors can now add a crisis of confidence in the banking system and a raging debate over ESG investing to the list of challenges. However, all of this only bolsters our conviction in SROI’s global core growth stock portfolio that focuses on unlocking performance and delivering societal returns.
Read PostESG opportunities with robust returns on investment can be found even in industries with discernable environmental and societal constraints. However, due diligence is key. Using the chemicals industry as an example, the Calamos Sustainable Equities Team demonstrates why proprietary research—not third-party ratings—drive authentic and credible ESG portfolio construction.
Read PostESG-friendly transformations are happening all across the economy—not only in newer companies and growth industries but also among well-established bellwethers in cyclical sectors.
Read PostInflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
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