Investment Team Voices

Investing for Growth: 4 Global Megatrends

Jim Madden, Tony Tursich, Beth Williamson
September 24, 2024

The Calamos Sustainable Equities Team explores the investment opportunities of electrification, decarbonization, digitalization, and automation—and shares company-specific examples of how SROI is participating in these exciting areas.

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Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk

Beth Williamson, Valia Tsoukopoulou
September 11, 2024

The latest white paper from the Calamos Sustainable Equities Team highlights how nuclear power could provide a powerful zero-carbon tool to address the challenges of skyrocketing energy demand and climate change, provided that proper guardrails are in place to prevent current risks.

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Emerging Markets, Done Differently

Kyle Ruge
August 26, 2024

The Calamos Global Equities Team takes an active, high-conviction approach and recognizes that the most compelling growth potential may be found off the beaten path.

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EMs: Positioned to Carry On as Carry Trade Unwinds

Nick Niziolek, CFA
August 9, 2024

Volatility creates opportunity for long-term investors. In the wake of the global equity market selloff, Co-CIO Nick Niziolek discusses the opportunities the Calamos Global Equity Team sees in emerging markets and how Calamos Evolving World Growth Fund (CNWIX) is positioned to harness growth tailwinds.

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Calamos Investment Team Outlooks, July 2024

John P. Calamos, Sr.
July 5, 2024

In the second half of 2024, we are prepared for choppiness with the approach of the presidential election, the outcome of which could have far-reaching implications for the economy. We are confident in our ability to navigate the crosscurrents and are encouraged to see markets attentive to individual company fundamentals. With an introduction from Founder and Global CIO John P. Calamos, Sr.

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Navigating the Obscurity of a More Normal World

Michael Grant
July 5, 2024

Employment markets recovered. Corporate profit margins are peaking but stable. Earnings can advance 5% or so in a not-so-terrible world of 5% nominal GDP. We are benignly moving beyond the unusual contours of the post-pandemic years, leaving open for debate, “What is normal?”

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Breaking Through as Bonds Fight to Break Even

Eli Pars
July 5, 2024

The fund continues to outperform the traditional bond market thanks to an alternative approach that is not vulnerable to the interest rate risks that confront bonds. And we believe the fund’s recent and long-term performance also demonstrates the merits of our approach as an alternative to cash.

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The More Things Change…

Eli Pars
July 5, 2024

Last year, we had the opportunity to establish an especially attractive option trade to pursue 65% of the market’s upside with just 35% of the downside at its expiration in December 2024. While the 65/35 trade served us well, we look to the future and the many scenarios that may evolve, taking advantage of whatever the market brings.

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