Disruption and innovation drive investment opportunity, according to Co-CIO Nick Niziolek, who explains why the Calamos Global Equity Team believes a growth focus produces the best long-term investment outcomes.
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 PostJust one quarter into 2023, and investors can now add a crisis of confidence in the banking system and a raging debate over ESG investing to the list of challenges. However, all of this only bolsters our conviction in SROI’s global core growth stock portfolio that focuses on unlocking performance and delivering societal returns.
Read PostA lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.
Read PostOver recent days, markets have reflected widening concern over the fallout from recent bank failures, but now is not the time to panic. There are important differences between now and 2008, explain John P. Calamos, Sr., Founder and Global CIO, and Michael Grant, Co-CIO.
Read PostLast week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.
Read PostAfter years of artificially low interest rates and inflation, it’s understandable that some investors are disoriented by the current headlines—and worried about what to do next. Drawing on more than 50 years of investment experience, John P. Calamos, Sr. shares his perspective on inflation, rising 10-year U.S. Treasury yields, market volatility and rotation—and the implications for asset allocation.
Read PostWe are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.
Read PostThe global shift to a “green society” is fueling an array of long-term growth drivers and investment opportunities including in green hydrogen, where the Calamos Global team sees a long runway for growth.
Read PostThe CARES Act can reduce immediate downside risks as well as systematic shocks to the U.S. economy and financial system, says John Hillenbrand, Co-CIO and Senior Co-Portfolio Manager. He explains why he believes the Act will be successful in its overall goals, and some areas positioned to benefit from an investment standpoint.
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