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 PostSustainable investment managers are often scrutinized for their supposed lack of investment in the energy sector. The Calamos Sustainable Equities Team invests in energy innovation, albeit in different ways than the ratings firms define it today. The team explains how their approach to energy reflects a risk-managed approach to quality growth opportunities.
Read PostThe Calamos Sustainable Equities Team shares their perspective on recent volatility, the potential for additional market shocks and how they are positioning Calamos Antetokounmpo Sustainable Equities Fund with an emphasis on higher-quality companies that companies that can better withstand inflation, rising rates and slowing growth.
Read PostDuring the first quarter, surging volatility and vicious rotations battered the markets. These next months will test the resolve of investors, but our teams continue to see long-term opportunities for active, risk-aware approaches. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read Post
