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 Markets: Fundamentals Have the Floor
Global equities rallied in Q2 2026, led by emerging markets and earnings-driven growth stocks. The Calamos global team sees fundamentals, not momentum, powering markets, and diversifies across secular, cyclical, and defensive growth themes, including AI infrastructure, healthcare, and emerging-market consumption. Inflation and geopolitical risks remain key watch points.
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.
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