Central 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.
Read PostAlex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
Read PostInvesting behind the drivers of disruption and beneficiaries of disruption while avoiding the losers is an important part of how we build the Calamos global and international portfolios. When we look across the vector of secular forces in place for the last decade, the gap has widened strikingly between winners and losers in the span of just a few months.
Read PostIn challenging environments, top-down secular themes provide “a wind in the sails” that can help companies stay above the economy. In this post, the Calamos Global Equity Team revisits three themes that they’ve been bullish on for quite some time: Bioprocessing, artificial intelligence, and global payments. While growth prospects for these themes were strong coming into this crisis, the team expects opportunity to increase in these uncertain times.
Read PostNick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.
Read PostWhy our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.
Read PostFrom a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.
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