Global 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 PostESG-friendly transformations are happening all across the economy—not only in newer companies and growth industries but also among well-established bellwethers in cyclical sectors.
Read PostGeopolitical 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 PostSince we first began managing sustainable portfolios, we’ve seen that companies that demonstrate ethical behavior not only in “easy times” but also in times of upheaval and show a commitment to the people in the markets they serve are ultimately better positioned to thrive.
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 PostSenior co-portfolio managers Eli Pars and Joe Wysocki discuss the diverse opportunities in the global convertible market. They explain how convertible securities can provide tailwinds to help investors counter the headwinds of rising rates and equity market volatility.
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 PostStudies have shown that companies with more diverse management teams and boards are more likely to outperform their less diverse counterparts, explains Beth Williamson, Head of Sustainable Equity Team Research. For more than 20 years, the Calamos Sustainable Equity Team has recognized that diverse companies can produce higher financial returns and have lower risk.
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