Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for "Calamos Global Equity Fund". A copy of the letter can be downloaded here. The fund returned 16.57% YTD, outperforming the MSCI World Index and the Morningstar Global Large-Stock Growth category. The fund views the quarterly rotation in AI leadership as a healthy pause after a strong run, with the broader AI buildout remaining in its early stages. In response to increasing macro crosswinds, the strategy is to balance themes and focus on companies benefiting from AI-related investments. Despite rising rates and geopolitical tensions affecting the economy, the fund's year-to-date performance remains strong.
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