Perspectives on Innovation: Sustainable Building Trends Drive Investment Opportunity
Leaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.
Read PostLeaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.
Read PostDuring the second quarter, the economy continued to tread a path of “better than feared, but far from strong.” We believe the US can continue on a growth path, albeit at a slowing pace. Attention to fundamentals, individual security selection and risk management will be paramount for navigating higher short-term rates and a moderating economic recovery.
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.
Read PostAlthough the rally may slow, we expect leadership will broaden beyond the “Magnificent Seven” of mega-cap stocks, rewarding a broader group of companies with consistent cash flow generation and strong balance sheets. Calamos Growth Fund has significant positions in technology companies that are now viewed as key AI players.
Read PostWe continue to see a divergence in growth in different parts of the economy and in corporate returns on capital for individual companies. Calamos Growth and Income Fund’s positioning emphasizes real growth tailwinds, companies with improving returns on capital in 2024, and equities and fixed income with valuations at favorable expected risk-adjusted returns.
Read PostWe’ve got a healthy degree of skepticism that the stock market can rip further from here. Nevertheless, we’re confident we can continue to find select opportunities for Calamos Global Convertible Fund, supported by bottom-up selection and encouraging issuance.
Read PostSecular trends, cyclical opportunities and broadening issuance are driving opportunities in convertible securities. While we are finding select opportunities to invest in issues with bond-like structures, Calamos Convertible Fund maintains an emphasis on balanced structures.
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