Geopolitical tensions are causing many nations to reassess their defense capabilities and readiness, with important investment implications. Our Global Equity Team shares their perspective on what they are seeing and how they are positioning portfolios as a result.
Read PostStickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostA cyclically oriented market, strong corporate balance sheets and attractive valuations position Japan to outperform, explains the Calamos Global Equity Team.
Read PostInflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostGreen innovation or traditional hydrocarbons and commodities? When it comes to investment opportunities, the Calamos Global Equity Team finds reasons to choose both, capitalizing on a combination of long-term themes and near-term disruptions.
Read PostThe Calamos Global Equity Team explains why they believe India is one of the most compelling long-term growth stories in emerging markets and where they are finding investment opportunities.
Read PostCo-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.
Read PostChina’s crypto crackdown and race to launch the digital yuan is likely to create big opportunities for some companies and significant headwinds for others, with impacts felt across industries beyond fintech.
Read PostAs the 5G build-out advances globally, the Calamos Global Equity Team is identifying investment opportunities much broader than just the companies that are directly building networks and infrastructure.
Read PostOver recent months, Chinese regulators have targeted practically every successful platform internet company in China. Although the headlines may be disconcerting and many risks are real, we believe the case for many major internet platform players remains strong.
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