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Investment Team Voices

The Sweet Spot of Disinflationary Growth

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 4, 2024

Our team’s investment framework incorporates top-down elements to help guide our bottom-up research. Through a thematic lens, we pay close attention to macroeconomic conditions to understand the global environment and identify potential inflection points. For example, our approach to AI focuses on the entire ecosystem, including industrials and technology companies.

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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.

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Headwinds to Tailwinds: An Improved Horizon for Overseas Markets

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
January 4, 2024

Overseas markets have typically experienced their strongest relative performance during periods of US dollar weakness. The Calamos global investment team believes we are in the early innings of a weak-dollar cycle. Moreover, many overseas economies are in the earlier stages of their reopening cycles, and a plethora of economic reforms are providing support in emerging markets.

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