In this adaptation from our recent commentary, “3Q 2023 Global Investment Theme Spotlight,” we highlight important investment ideas based on India’s pro-growth policies, promising obesity treatments, China’s electric vehicle industry, and energy trends.
Read PostAlthough the Fed paused interest rate hikes in September, its language was cautious regarding the timing of future rate cuts. In an environment of higher interest rates, we maintain a focus on identifying and investing in high-quality companies with lower levels of debt than their peers.
Read PostProgress on inflation and surprisingly resilient economic growth allowed the Federal Reserve to pause its rate hiking campaign at its September 20 meeting. We have been gradually increasing portfolio durations across strategies in expectation of peak-Fed policy rates and a greater likelihood that the next rate move is a cut.
Read PostFind out how Tim Nest, CFA, Co-Portfolio Manager of Calamos Aksia Alternative Credit and Income Fund (CAPIX), views the private credit market and how the team is seeking to capitalize on the yield and return potential of this global asset class.
Read PostArtificial intelligence (AI) will create many exciting opportunities for companies, but it also has the potential to exacerbate risks, especially concerning user privacy. As they adopt AI, how can companies ensure digital trustworthiness to protect their clients and grow their business for the future?
Read PostThe Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.
Read PostThanks to favorable macro and market tailwinds and bottom-up company fundamentals, Japanese companies are positioned for brighter prospects, according to the Calamos Global Equity Team.
Read PostSenior Portfolio Manager Brandon Nelson discusses why he’s excited about the prospects for small caps and even more optimistic about small cap growth stocks and the opportunities for Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostThe Calamos Sustainable Equities Team explains how ingredient companies offer the opportunity to participate in long-term secular and demographic trends, while mitigating the risks associated with packaged food companies.
Read PostLeaders in sustainable building provide exciting opportunities for investors to benefit, according to the Calamos Sustainable Equities Team.
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