Co-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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