The narrow, momentum-driven rally of the past three years is the type that often ends quickly and dramatically, followed by years of broadening. Are we at this inflection point? Drawing on 30+ years of experience, our team is confident that diversification—today viewed by many as a headwind—will ultimately serve as a risk reducer.
Read PostThe Calamos Sustainable Equities Team discusses its quality-driven approach and explains why companies with strong financial and nonfinancial characteristics offer the most compelling prospects for growth.
Read PostTaking inspiration from Charles Dickens' "A Christmas Carol," three market ghosts reveal crucial insights about US market exceptionalism, current valuations, and future investment strategies in sustainable investing.
Read PostDrawing on experience over multiple market and economic cycles and the terms of many presidents, the Calamos Sustainable Equities team explains that including sustainable factors within a quality-focused investment process isn’t about politics—it’s about managing risk and enhancing returns.
Read PostMany stocks are valued as if the best-case scenario is the default. This scenario works until it doesn’t. At some point, valuations and expectations will return to historical norms. As quality-oriented, valuation-aware investors, we believe we are in a good position to benefit from this shift.
Read PostThe Calamos Sustainable Equities Team explores the investment opportunities of electrification, decarbonization, digitalization, and automation—and shares company-specific examples of how SROI is participating in these exciting areas.
Read PostMomentum’s recent outperformance has been astonishing. However, it’s rare for momentum rallies to persist. Think dot-com bubble. Decades of experience support our conviction in diversification. Accordingly, we’ve positioned the fund in the AI ecosystem and also in a breadth of innovation.
Read PostWhile many companies are still defining their business case for AI, the possibilities appear limitless. However, the viability of AI’s rapid progression will depend on data center advancements that mitigate energy and resource use—and this is where we see tremendous investment opportunities.
Read PostWhether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.
Read PostAs 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.
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