Even companies that are traditionally considered to be “cyclicals” can benefit from long-term secular trends. The Calamos Global Equity team discusses how the global move to renewable energy is supporting opportunities in copper and other commodities.
Read PostChina’s consumer recovery provides many opportunities for the Calamos global and international portfolios, explains Paul Ryndak, CFA. He explores China’s U-shaped spending recovery, and the demographic and behavioral shifts that can serve as tailwinds for the further adoption of online commerce.
Read PostA fragmented market has been a key factor in preventing the emergence of European ecommerce champions. However, strong underlying ecommerce growth, demographics and the likelihood of increased market consolidation are creating attractive investment opportunities in Europe, both now and over the longer term. Dave Gallagher explores the case for outsized growth potential in EU ecommerce.
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