The end of a Fed tightening regime has been a key turning point for non-US equities. Our global equity team sees a re-energized backdrop for global equities and strengthening tailwinds for Calamos Global Opportunities Fund.
Read PostStudies have shown that companies with more diverse management teams and boards are more likely to outperform their less diverse counterparts, explains Beth Williamson, Head of Sustainable Equity Team Research. For more than 20 years, the Calamos Sustainable Equity Team has recognized that diverse companies can produce higher financial returns and have lower risk.
Read PostCo-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.
Read PostEven 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.
Read PostOver recent days, U.S. interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.
Read PostGlobal growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.
Read PostCo-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.
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