Find out how Tim Nest, CFA, Co-Portfolio Manager of Calamos Aksia Alternative Credit and Income Fund (CAPIX), views the private credit market and how the team is seeking to capitalize on the yield and return potential of this global asset class.
Read PostArtificial intelligence (AI) will create many exciting opportunities for companies, but it also has the potential to exacerbate risks, especially concerning user privacy. As they adopt AI, how can companies ensure digital trustworthiness to protect their clients and grow their business for the future?
Read PostThe Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.
Read PostThanks to favorable macro and market tailwinds and bottom-up company fundamentals, Japanese companies are positioned for brighter prospects, according to the Calamos Global Equity Team.
Read PostSenior Portfolio Manager Brandon Nelson discusses why he’s excited about the prospects for small caps and even more optimistic about small cap growth stocks and the opportunities for Calamos Timpani Small Cap Growth Fund (CTSIX).
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 PostFundamentals for investment-grade and high-yield credit may look strong on the surface but have become more mixed and defaults are increasing, which makes selectivity and a bond-by-bond approach essential.
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 PostWe remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.
Read PostWe expect markets to broaden, and small caps are likely to participate. We’re also encouraged that the market is rekindling its appreciation for stocks with above-average growth prospects and visible fundamental strength, which we believe is a favorable backdrop for CTSIX and CTIGX.
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