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.
Read PostThe Calamos Sustainable Equities Team explains how ingredient companies offer the opportunity to participate in long-term secular and demographic trends, while mitigating the risks associated with packaged food companies.
Read PostLeaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.
Read PostThe 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.
Read PostThe dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROI will be well positioned in an environment where quality is rewarded and risk management matters.
Read PostThere’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.
Read PostThe 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.
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