Progress in Covid-19 vaccine development provides a powerful tailwind to the struggling airline industry. Jay Stewart takes a look at the upside opportunities the Calamos Global Team sees, including the types of airline companies that they believe are best positioned for success.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
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 PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostIn the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.
Read PostJapanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.
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