We are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.
Read PostThe global shift to a “green society” is fueling an array of long-term growth drivers and investment opportunities including in green hydrogen, where the Calamos Global team sees a long runway for growth.
Read PostChina’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.
Read PostIn prior economic cycles, the global luxury industry has shown characteristics of cyclicality, but in the past several years, the industry has experienced an unprecedented run, driven by structural growth themes. Increased adoption of ecommerce and a focus on the Chinese consumer have transformed the luxury industry and provide tailwinds for future growth.
Read PostSenior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostAmid its unprecedented challenges, 2020 affirmed long-standing truths about the resilience of the economy and markets. For investors, the year also reinforced the benefits of a long-term perspective, diversification and active management. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer, discusses why these principles will be just as critical for successful asset allocation in the future.
Read PostCo-CIO Matt Freund explains why he believes we are likely to see a short-term wave of inflation in 2021, but it’s more likely than not that the long-term trend returns to a 1.5% to 2% grind. A well-diversified asset allocation can effectively address the ebbs and flows.
Read PostEven companies that are traditionally considered to be “cyclicals” can benefit from long-term secular trends. The Calamos Global Equity team discusses how the global move to renewable energy is supporting opportunities in copper and other commodities.
Read PostChina’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.
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