Investment Team Voices

Investing in Disruption: Perspectives on the Aerospace Industry

Global Team Perspectives by Jay Stewart, CFA
January 30, 2020

Investment opportunities in the aerospace industry are evolving due to global demographics and the grounding of Boeing’s MAX aircraft. Our team speaks to the sustainable long-term trends they see for select global commercial aerospace companies.

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The Global Opportunity Set Is Growing in 2020

Nick Niziolek, Co-CIO, and the Calamos Global Team
January 14, 2020

The coming year offers many reasons to be optimistic about global opportunities, according to Nick Niziolek, Co-CIO and Head of International and Global Strategies at Calamos. The combination of rising global liquidity, improving fundamentals, and a weaker dollar can fuel a significant rally in overseas markets in 2020.

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