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Investment Team Voices

Investing through Coronavirus Uncertainty: 3 Global Themes Creating Investment Opportunity

Calamos Global Equity Team
March 30, 2020

In challenging environments, top-down secular themes provide “a wind in the sails” that can help companies stay above the economy. In this post, the Calamos Global Equity Team revisits three themes that they’ve been bullish on for quite some time: Bioprocessing, artificial intelligence, and global payments. While growth prospects for these themes were strong coming into this crisis, the team expects opportunity to increase in these uncertain times.

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Global Team Positioning: Consolidating Around Favorite Names, Core Secular Themes

Global Team Perspectives by Nick Niziolek, CFA
March 23, 2020

Nick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.

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Why We Are Optimistic: “Notes from the Frontlines”

Global Team Perspectives by Nick Niziolek, CFA
March 13, 2020

Why our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.

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