Geopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.
Read PostAfter a “U.S. Trifecta” (vaccine rollout, fiscal stimulus and accelerating economic data) pushed the dollar higher in 1Q, the trend is reversing—as the Calamos Global Team anticipated. In this post, we revisit the team’s outlook and discuss how a weak dollar regime provides tailwinds for international equities.
Read PostAlex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
Read PostInvesting behind the drivers of disruption and beneficiaries of disruption while avoiding the losers is an important part of how we build the Calamos global and international portfolios. When we look across the vector of secular forces in place for the last decade, the gap has widened strikingly between winners and losers in the span of just a few months.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
Read PostInfrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.
Read PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Read PostCo-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.
Read PostSenior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.
Read PostCo-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.
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