For investors who recognize the importance of global equity market exposure but are concerned about volatility, global convertible securities may be just the ticket.
Read PostInvestment opportunities in the aerospace industry are evolving due to global demographics and the grounding of Boeing’s MAX aircraft. Our team speaks to the sustainable long-term trends they see for select global commercial aerospace companies.
Read PostOur global team sees many exciting opportunities for non-U.S. technology companies, including Asian and European companies supporting China’s massive 5G buildout.
Read PostThe coming year offers many reasons to be optimistic about global opportunities, according to Nick Niziolek, Co-CIO and Head of International and Global Strategies at Calamos. The combination of rising global liquidity, improving fundamentals, and a weaker dollar can fuel a significant rally in overseas markets in 2020.
Read PostOur global team shares additional thoughts on the global payments ecosystem following a conference on the future of money that featured some of the world’s leading experts in payments, regtech, blockchain, cryptocurrencies, and digital trust. Forums such as these complement our in-house research, in this case deepening our understanding of evolving payment industry and its nuanced investment opportunities.
Read PostWild market swings. Slowing global growth. Impeachment controversy. Trade tensions. Global political uncertainty. These have not been easy months for investors, but there are still many opportunities, explains John P. Calamos, Sr., the founder and global CIO of Calamos Investments. John shares his ideas about how to position asset allocations in this volatile environment.
Read PostPart of our global team’s strategy is to search out investment themes that we think will provide tailwinds for sustainable long-term growth and position our portfolios to benefit from them. In this post, we take a look at the bioprocessing industry and three themes that we believe will drive growth.
Read PostIn early 2016, many investors were surprised by China’s economic recovery. The lesson learned from the recovery was that policy responses in China have become stealthier and more targeted than they were during prior economic cycles. Consequently, it has become increasingly important to understand where policy is focused to position our portfolios to benefit from these tailwinds.
Read PostThe evolution of the payments ecosystem provides a long-term steady tailwind for the providers of card-based and electronic options. In this post, we take a look at how the payment ecosystem works and some of the compelling opportunities we see today.
Read PostIndia surprised the markets Friday with a broad corporate tax cut. Were last night’s announcements finally the catalyst India needs to unlock a capex and foreign direct investment cycle?
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