The investment team of Calamos Growth Fund (CGRIX) explain why they believe the fund will be well served by its focus on what they consider to be quality growth companies, including positions in leading technology companies and health care innovators.
Read PostBrandon Nelson, CFA, shares his perspective on the strong performance of small caps during the fourth quarter, his outlook and discusses how Calamos Timpani Small Cap Growth Fund (CTSIX) and Calamos Timpani SMID Growth Fund (CTIGX) are positioned for the opportunities he sees.
Read PostOverseas markets have typically experienced their strongest relative performance during periods of US dollar weakness. The Calamos global investment team believes we are in the early innings of a weak-dollar cycle. Moreover, many overseas economies are in the earlier stages of their reopening cycles, and a plethora of economic reforms are providing support in emerging markets.
Read PostGoing 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.
Read PostWe believe that the economy avoids recession altogether in 2024 and maintains a shallow growth trajectory with inflation falling below 3%, supporting our expectation that the fed funds rate will end the year roughly 100 basis points lower. Mindful of the risks in a decelerating economy, we continue to migrate the credit qualities of the Calamos fixed income funds higher.
Read PostThe end of a Fed tightening regime has been a key turning point for non-US equities. Our global equity team sees a re-energized backdrop for global equities and strengthening tailwinds for Calamos Global Opportunities Fund.
Read PostAs the annual UN climate meeting Conference of the Parties (COP28) approaches, the topic of Carbon Capture Technologies is predicted to spark debate amongst the sustainability community. The Calamos Sustainable Equities Team clarifies what carbon capture is, why it is controversial, and where we stand on it.
Read PostIn part three of the interview, the Calamos Sustainable Equities Team members share their philosophy for longevity and investment success through the decades: “It has always been about making money and generating returns. The way a company interacts with the environment, the community where it operates, its supply chain, its employees, shareholders, and society at large matters.”
Read PostIn part two of a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.
Read PostGiven the swiftest and most severe set of rate hikes in recent history, rising rates have increased borrowing costs for everyone, but especially true for companies looking to raise capital or refinance debt. This has caused a renewed appetite for convertible bonds.
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