As fundamentals become more important to investors, CTSIX’s focus on companies with sustainable, above-average growth prospects and strong stock momentum has been rewarded for both the year-to-date and one-year periods.
Read PostCalamos 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.
Read PostConvertible securities offer attractive benefits to issuers and investors alike, explains John P. Calamos, Sr., Founder and Global Chief Investment Officer of Calamos Investments.
Read PostBig Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.
Read PostChina’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.
Read PostIn prior economic cycles, the global luxury industry has shown characteristics of cyclicality, but in the past several years, the industry has experienced an unprecedented run, driven by structural growth themes. Increased adoption of ecommerce and a focus on the Chinese consumer have transformed the luxury industry and provide tailwinds for future growth.
Read PostFrom a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.
Read PostThis is an environment where investors are well served by enhanced diversification into asset classes that play at the edges of traditional style boxes. The preferred securities market offers many opportunities for risk-conscious investors seeking income and the potential for total return.
Read PostOver recent years, many investors have stretched for additional return by increasing risk. The volatility we’ve seen so far this year may make “risk-on” a less comfortable strategy in the future. For investors seeking to smooth out the bumpier ride we expect, short-duration bonds can be a good way to reduce risk while staying invested.
Read PostFor investors who recognize the importance of global equity market exposure but are concerned about volatility, global convertible securities may be just the ticket.
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