Investment Team Voices

Carbon Capture Technologies: The Industry Debate and Our View

Beth Williamson
November 28, 2023

As the annual UN climate meeting Conference of the Parties (COP28) approaches, the topic of Carbon Capture Technologies is predicted to spark debate amongst the sustainability community. The Calamos Sustainable Equities Team clarifies what carbon capture is, why it is controversial, and where we stand on it.

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Higher-Quality Companies for a “Higher-for-Longer” Rate Environment

Jim Madden, Tony Tursich, Beth Williamson
October 5, 2023

Although 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.

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Perspectives on Innovation: Why “Net Zero” Wins over “Carbon Neutral”

Beth Williamson, Valia Tsoukopoulou
August 24, 2023

The 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.

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Narrow Market Likely to Broaden to Quality Stocks Across Sectors

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

The dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.

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Perspectives on Innovation: Biodiversity is Abuzz

Jim Madden, Tony Tursich, Beth Williamson
June 23, 2023

There’s growing buzz around biodiversity as a new environmental metric, but the Calamos Sustainable Equities Team has long understood that nature-related risks can impact business strategies.

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