Investment Team Voices

Sustainable Investing is Here to Stay—Here are Two Reasons Why

Jim Madden, Tony Tursich, Beth Williamson
May 24, 2024

Whether 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.

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Risk in the Rally?

Jim Madden, Tony Tursich, Beth Williamson
April 4, 2024

As 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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Risk Management Will Matter More in 2024

Jim Madden, Tony Tursich, Beth Williamson
January 4, 2024

Going forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.

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Higher-Quality Companies for a “Higher-for-Longer” Rate Environment

Jim Madden, Tony Tursich, Beth Williamson
October 5, 2023

Although the Fed paused interest rate hikes in September, its language was cautious regarding the timing of future rate cuts. In an environment of higher interest rates, we maintain a focus on identifying and investing in high-quality companies with lower levels of debt than their peers.

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Narrow Market Likely to Broaden to Quality Stocks Across Sectors

Jim Madden, Tony Tursich, Beth Williamson
July 3, 2023

The dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.

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Perspectives on Innovation: Biodiversity is Abuzz

Jim Madden, Tony Tursich, Beth Williamson
June 23, 2023

There’s growing buzz around biodiversity as a new environmental metric, but the Calamos Sustainable Equities Team has long understood that nature-related risks can impact business strategies.

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