While much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.
Read PostGlobal markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.
Read PostThis is a compelling time to invest in cybersecurity companies, according to Alex Wolf. In this post, he discusses the landscape for cybersecurity and the investment attributes the Calamos Global Equity Team seeks in cybersecurity companies.
Read PostNick Niziolek discusses positive trends in global economic data and the relationship between vaccination progress and dollar strength. Against this backdrop, Calamos Global Equity Team sees attractive upside for international markets.
Read PostCompanies that are beneficiaries of secular themes may be more resilient during periods of economic turmoil. But selecting the best investments also requires understanding country-specific and company-specific factors. In this post, we take a look at the unique combination of growth drivers creating tailwinds for India’s telecomm providers.
Read PostIn a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.
Read PostCo-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.
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