Global Equities Capabilities
Beyond Sectors: why the AI revolution demands a new investment framework
Our global and international funds share an experienced team and time-tested process.
Our Funds
Recent Global Equities Insights
Global Investment Team: Chart of the Week
Check out the Calamos Global Investment Team’s “Chart of the Week,” offering valuable perspective on the benefits of global diversification.
The AI Inflection: Investing Beyond Sectors in a Thematic World
The Calamos Global Equity Team explains why they believe traditional approaches to equity investing are increasingly inadequate as AI reshapes capital flows, business models, and the frameworks used to categorize investment opportunities.
Adjusting the Sails: Second Quarter 2026 Outlook
Despite elevated geopolitical risks resulting from the Iran conflict, the Calamos global equity team maintains conviction in international opportunities while selectively adjusting toward defensive positioning. They highlight optical networking, robotics, and space as secular growth themes with especially strong near-term investment tailwinds.
Currents of Opportunity: Wading into Int’l Waters
Active management and a tested process will be important to navigating a rapidly changing global landscape. We see opportunities among several attractive secular and cyclical themes in both US and international markets.
Portfolio Management Team
Our portfolio management team has over two decades experience and draws on the expertise of a collaborative research team made up of 9 additional members specialized by sector: consumer, cyclicals, financials, healthcare, and technology.
Pursuing Opportunities Around the World
Experienced Team
over multiple cycles and market regimes since 2005
Refined Investment Process
incorporates fundamental, quantitative and thematic insights
Demonstrably Dynamic Active Investing
across global and international markets