Beth Williamson of the Calamos Sustainable Equities Team explains how AI innovations are improving the mining industry's environmental impact, health, and safety. She highlights some of the quality growth companies at the forefront of this global trend.
Read PostBrandon Nelson, CFA, Senior Portfolio Manager, speaks to why he believes small caps have a lot more room to run, the niche opportunities that check the boxes for him as he seeks small cap winners, and the outsized potential that microcaps may offer.
Read PostThe Calamos Sustainable Equities Team discusses its quality-driven approach and explains why companies with strong financial and nonfinancial characteristics offer the most compelling prospects for growth.
Read PostThe last of the six major US banks recently exited the Net Zero Banking Alliance. The Calamos Sustainable Equity Team cautions about reading too much into announcements like these and speaks to the numerous options that sustainable investors have for engaging in the growth opportunities in the global financial services sector.
Read PostCan markets rise in 2025 despite strong recent performance? We believe there is considerable upside for active and selective managers. One recent trend is increased attention to company fundamentals, which sets up well for our funds, many of which outperformed peers in 2024. Get our complete 2025 outlook, introduced by Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostThe excess returns generated by US benchmarks over the last two years have been driven by substantially positive macroeconomic surprises, especially for growth but also for inflation. Despite current optimism, extending the surprises through 2025 will be challenging.
Read PostWith minimal duration risk exposure, the fund delivered strong outperformance in 2024 through its hedged equity and convertible arbitrage strategies, gaining 7.5% versus the bond market's 1.1% return and demonstrating its value as a fixed-income alternative for investors seeking portfolio stability.
Read PostThe Fund maintained its core 65/35 option trade strategy through market turbulence in 2024, allowing it to capture meaningful equity upside while limiting downside exposure. We plan to maintain this defensive positioning into 2025 while remaining flexible to make incremental adjustments as needed.
Read PostAfter a strong year of convertible issuance in 2024, we remain optimistic about 2025 as companies seek growth capital in a higher-interest-rate environment. We emphasize securities that balance upside equity participation with downside protection, particularly in the technology and consumer discretionary sectors.
Read PostFor 2024, Calamos Global Convertible Fund posted a gain of 10.98%, well ahead of its benchmark index. A fourth-quarter surge pushed full-year convertible issuance to $119 billion, making it one of the best years of the past decade. We expect a broadening of the equity market to benefit issuers in 2025.
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