The Calamos Blog

Why Rising Interest Rates Aren’t Necessarily a Harbinger of Trouble for EMs

Nick Niziolek and Todd Speed

Fiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.

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Why the Yuan Devaluation Does Not Erode China’s Long-Term Investment Potential

Nick Niziolek

Senior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.

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China Market Downturn Unlikely to Spread Globally

Gary Black

The China selloff should not derail global growth, with current market volatility providing opportunities to buy growth equities, explains Gary Black, global co-CIO.

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Resolving the Greek Crisis Requires a Pro-Business Focus

John P. Calamos, Sr.

In his latest blog post, John P. Calamos, Sr. discusses the importance of the private sector for Greece’s revitalization.

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Perspectives on China’s Market Meltdown: Long-Term Opportunity Remains

Nick Niziolek

Nick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.

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Greek Contagion Fears Likely Overblown

Gary Black

Gary Black, global co-CIO, discusses the potential outcomes of a Greek debt default and why the Calamos team believes the global equity markets continue to offer opportunity.

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Why Rising Interest Rates Aren’t Necessarily Bad for Stocks

Gary Black

Global Co-CIO Gary Black does the math to show why rising rates don’t have to impede stocks. However, one must be careful about what one pays for the highest growth names.

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Investing in China’s Expanding Universe of Opportunity While Maintaining a Risk-Managed Approach

Nick Niziolek

Senior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.

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Big Data, Nefarious Actors, and the Tech Investment Opportunity

Michael Roesler, CFA

The rise of big data has created new IT security challenges. Co-Portfolio Manager Michael Roesler, CFA, discusses the growth potential of companies focused on keeping big data safe.

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Forget Interest Rates Rising Anytime Soon

Gary Black

March’s jobs number gives the Fed more reason to hold off on raising short-term interest rates, according to Global Co-CIO Gary Black.

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