Investment Team Voices

Private Credit: More than Just Direct Lending

By Aksia LLC, Featured Author
June 2, 2023

Private credit is a big house, and the direct lending sector is only one room inside. The private credit asset class is virtually as diverse as the global economy, explains Aksia LLC. Private credit can offer opportunities for yield and income, and several sectors of the private credit asset class may offer compelling potential throughout the market cycle.

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Yield Opportunities in Convertible Bonds

R. Scott Henderson
May 25, 2023

How have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.

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Perspectives on Innovation: Sustainable Commodities

Jim Madden, Tony Tursich, Beth Williamson
May 11, 2023

Sustainable commodities may seem like a contradiction in terms, but the Calamos Sustainable Equities Team explains why it doesn’t have to be, thanks to innovative companies that source commodities from natural capital-rich regions through inventive techniques that add value and mitigate negative impacts on local ecosystems.

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Perspectives on Innovation: The China Conundrum

Jim Madden, Tony Tursich, Beth Williamson
May 3, 2023

China, the world’s largest cleantech investor, is home to companies on the cutting edge of sustainable themes, such as renewable energy and electric vehicles. But caution is still warranted. The Calamos Sustainable Equities team discusses the opportunity set and how it aligns with their risk-aware, quality-focused approach.

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Perspectives on Innovation: We are Bullish on Energy

Jim Madden, Tony Tursich, Beth Williamson
April 25, 2023

Sustainable investment managers are often scrutinized for their supposed lack of investment in the energy sector. The Calamos Sustainable Equities Team invests in energy innovation, albeit in different ways than the ratings firms define it today. The team explains how their approach to energy reflects a risk-managed approach to quality growth opportunities.

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The Storm Clouds Keep Gathering, but Where is the Storm?

Michael Grant
April 4, 2023

Economic resilience will be the surprise in coming quarters, according to Michael Grant, Co-CIO and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund. Grant discusses his expectation that equities can grind higher, but returns will be muted.

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