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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Growth Potential Calling: A Look at India’s Telecom Industry

Nick Niziolek, CFA; Paul Ryndak, CFA; and Michael Burke, CFA
June 29, 2020

Companies that are beneficiaries of secular themes may be more resilient during periods of economic turmoil. But selecting the best investments also requires understanding country-specific and company-specific factors. In this post, we take a look at the unique combination of growth drivers creating tailwinds for India’s telecomm providers.

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