Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.
Read PostFirsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.
Read PostCo-Portfolio Manager Eli Pars, CFA, discusses issuance trends in the convertible marketplace. He also speaks to the potential advantages of investing in convertibles with a range of credit qualities.
Read PostCo-Portfolio Manager Nick Niziolek speaks to the compelling dynamics the Calamos investment team sees in Philippines financials sector.
Read PostCo-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.
Read PostCo-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.
Read PostNick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.
Read PostContingent convertible bonds, or CoCos, have been getting more global press. But with risk/reward profiles that are the opposite of what Calamos seeks from traditional convertibles, the investment team is steering clear, explains Co-Portfolio Manager Eli Pars.
Read PostCo-Portfolio Manager Nick Niziolek, CFA, discusses encouraging economic data in Indonesia and potential near-term catalysts for the country.
Read PostNick Niziolek, co-portfolio manager, shares insights that the Calamos team gathered from its recent travels to Latin America, including where they see the most compelling opportunities today.
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