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Investment Team Voices

The Calamos Blog

Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Perspectives on the Philippines

Nick Niziolek

Nick Niziolek discusses how encouraging trends in the Philippines may stimulate economic growth and create investment opportunity.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Field Notes: India

Nick Niziolek

Co-Portfolio Manager Nick Niziolek shares insights from his recent trip to India and discusses how global on-the-ground research enhances our top-down views and bottom-up perspectives.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Emerging Markets: PR is on the Upswing

Nick Niziolek

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

The Philippine Growth Story Looks Set to Continue

Nick Niziolek

Co-Portfolio Manager Nick Niziolek speaks to the compelling dynamics the Calamos investment team sees in Philippines financials sector.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Why Growth Stocks Now?

John P. Calamos Sr.

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

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From the Desk of John P. Calamos, Sr. | Calamos Investments
John P. Calamos, Sr. | Calamos Investments

Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Health and Longevity Trends in EMs Create Global Opportunities

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India Selloff Suggests Market Is Misreading Long-Term Opportunity

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

Co-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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