There’s growing buzz around biodiversity as a new environmental metric, but the Calamos Sustainable Equities Team has long understood that nature-related risks can impact business strategies.
Read PostSuccess in the coming decade will depend on tactical approaches to equity allocation, making this an advantageous environment for Calamos Phineus Long/Short Fund (CPLIX), according to Co-CIO Michael Grant.
Read PostA lot of attention has been given to what the mega caps are doing with AI, but there are many opportunities for small- and mid-cap companies in the rapidly evolving AI ecosystem. Senior Portfolio Manager Brandon Nelson takes a closer look.
Read PostMichael Grant and Glen Ingalls share their views on AI and how Calamos Phineus Long/Short Fund is positioned to potentially benefit.
Read PostPrivate credit is a big house, and the direct lending sector is only one room inside. The private credit asset class is virtually as diverse as the global economy, explains Aksia LLC. Private credit can offer opportunities for yield and income, and several sectors of the private credit asset class may offer compelling potential throughout the market cycle.
Read PostThe Calamos Sustainable Equities Team considers both financial and nonfinancial data to identify opportunity and manage risk. The team explores how stock exchanges are working to improve and increase nonfinancial data, including ESG data.
Read PostWhile much of the market struggles, stocks of energy companies have seen brighter fortunes supported by fundamental improvements. The Calamos Global Equity Team explains how and why the investment case for energy companies is evolving and the factors that could sustain the tailwinds.
Read PostGlobal markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.
Read PostThis is a compelling time to invest in cybersecurity companies, according to Alex Wolf. In this post, he discusses the landscape for cybersecurity and the investment attributes the Calamos Global Equity Team seeks in cybersecurity companies.
Read PostNick Niziolek discusses positive trends in global economic data and the relationship between vaccination progress and dollar strength. Against this backdrop, Calamos Global Equity Team sees attractive upside for international markets.
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