Investment Team Voices

Calamos Global Opportunities Fund: Investing in the World’s Most Exciting Growth Themes—with a Risk-managed Approach

Q&A with Dennis Cogan, CFA, SVP and Senior Co-Portfolio Manager

February 16, 2024

Calamos Global Opportunities Fund (CGCIX) has delivered better returns than the global equity market with historically less risk since the fund’s inception. We asked Dennis Cogan, CFA, a senior member of the fund’s investment team, five questions to understand how the fund has achieved its historical success and the opportunities it provides to investors today.

Read Post

Tech Layoffs Create Talent Opportunities for International Firms

Alex Wolf, CFA

February 13, 2023

Big Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.

Read Post

Setting Out the Bullish Case for China

Kyle Ruge, CFA

February 18, 2021

China’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.

Read Post

Luxury Stocks: Once a Cyclical Growth Opportunity, Now a Secular One

Jessica Gerberi, CFA

February 2, 2021

In prior economic cycles, the global luxury industry has shown characteristics of cyclicality, but in the past several years, the industry has experienced an unprecedented run, driven by structural growth themes. Increased adoption of ecommerce and a focus on the Chinese consumer have transformed the luxury industry and provide tailwinds for future growth.

Read Post

Amid Coronavirus Uncertainty, Calamos Global Team Maintains Long-Term Perspective

Global Team Perspectives by Nick Niziolek, CFA

February 25, 2020

From a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.

Read Post

When Risk Management Matters Most, Global Convertibles Shine

Global Convertible Perspectives by Eli Pars, CFA

February 3, 2020

For investors who recognize the importance of global equity market exposure but are concerned about volatility, global convertible securities may be just the ticket.

Read Post

Indonesia: First In Line to Break Away from the Fragile Five?

Nick Niziolek

February 13, 2014

Co-Portfolio Manager Nick Niziolek, CFA, discusses encouraging economic data in Indonesia and potential near-term catalysts for the country.

Read Post

Field Notes: Latin America

Nick Niziolek

February 3, 2014

Nick Niziolek, co-portfolio manager, shares insights that the Calamos team gathered from its recent travels to Latin America, including where they see the most compelling opportunities today.

Read Post