As stewards of investors’ capital, we are concerned with the financial not the political. Alternative data is an essential part of the risk/reward equation. For example, we are highly selective in insurance companies because environmental factors (weather) create challenging capital implications that traditional analysts may overlook.
Read PostThe Calamos Sustainable Equities Team explains why they believe their investment approach gives a complete picture of a company’s ability to build shareholder value.
Read PostGoing forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.
Read PostAs the annual UN climate meeting Conference of the Parties (COP28) approaches, the topic of Carbon Capture Technologies is predicted to spark debate amongst the sustainability community. The Calamos Sustainable Equities Team clarifies what carbon capture is, why it is controversial, and where we stand on it.
Read PostIn part three of the interview, the Calamos Sustainable Equities Team members share their philosophy for longevity and investment success through the decades: “It has always been about making money and generating returns. The way a company interacts with the environment, the community where it operates, its supply chain, its employees, shareholders, and society at large matters.”
Read PostIn part two of a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.
Read PostIn a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.
Read PostAlthough the Fed paused interest rate hikes in September, its language was cautious regarding the timing of future rate cuts. In an environment of higher interest rates, we maintain a focus on identifying and investing in high-quality companies with lower levels of debt than their peers.
Read PostArtificial intelligence (AI) will create many exciting opportunities for companies, but it also has the potential to exacerbate risks, especially concerning user privacy. As they adopt AI, how can companies ensure digital trustworthiness to protect their clients and grow their business for the future?
Read PostThe Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.
Read Post
