China’s consumer recovery provides many opportunities for the Calamos global and international portfolios, explains Paul Ryndak, CFA. He explores China’s U-shaped spending recovery, and the demographic and behavioral shifts that can serve as tailwinds for the further adoption of online commerce.
Read PostA fragmented market has been a key factor in preventing the emergence of European ecommerce champions. However, strong underlying ecommerce growth, demographics and the likelihood of increased market consolidation are creating attractive investment opportunities in Europe, both now and over the longer term. Dave Gallagher explores the case for outsized growth potential in EU ecommerce.
Read PostProgress in Covid-19 vaccine development provides a powerful tailwind to the struggling airline industry. Jay Stewart takes a look at the upside opportunities the Calamos Global Team sees, including the types of airline companies that they believe are best positioned for success.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostWhen thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
Read PostThe Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.
Read PostCentral banks have a vested interest in winning the digital currency race, which will likely ensure that the banking system will be leveraged, not disintermediated. Against this backdrop, current payment players should remain advantageously positioned.
Read PostGlobal diversification may have fallen out of fashion in recent years, but we believe “home-country” bias will be increasingly disadvantageous for U.S. investors. We see signs that a far-reaching shift is underway in the global economy and markets, which sets investors up well for strategic global diversification.
Read PostIn recent years, environmental, social and governance (ESG) factors have become increasingly important to many governments and companies, as well as investors. In this post, the Calamos global team explains how they incorporate ESG into their multi-faceted approach.
Read PostCompanies that are beneficiaries of secular themes may be more resilient during periods of economic turmoil. But selecting the best investments also requires understanding country-specific and company-specific factors. In this post, we take a look at the unique combination of growth drivers creating tailwinds for India’s telecomm providers.
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