The Calamos Blog

Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Indonesia: A Breadth of Reforms Provide Growth Tailwinds

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Investment Team Voices | Calamos Investments
Nick Niziolek | Calamos Investments

Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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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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Investment Team Voices | Calamos Investments
Scott Henderson | Calamos Investments

The Convertible Trifecta, Revisited

Convertible Perspectives by Scott Henderson, CFA

We see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.

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Investment Team Voices | Calamos Investments
Scott Becker | Calamos Investments

“Safety Stocks” Fall Short of Expectations

U.S. Growth Equity Team Perspectives by Scott Becker, CFA

Recent data supports our view that the expectations for many safety stocks and dividend stocks/bond surrogates have been too high.

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Investment Team Voices | Calamos Investments
Eli Pars | Calamos Investments

Uptick in Convertible Securities Defaults: Why We’re Not Worried

Convertible Team Perspectives by Eli Pars, CFA

Co-CIO Eli Pars examines default trends in the convertible bond market and discusses some differences between convertibles and high yield bonds.

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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

“Made in China”: China’s Evolving Export Role in the Global Economy

Global Equity Team Perspectives by Nick Niziolek, CFA

Infrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.

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Investment Team Voices | Calamos Investments
Eli Pars | Calamos Investments

Convertible Defaults Remain Muted

Convertible Team Perspectives by Eli Pars, CFA

Convertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.

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