The Calamos Blog

EM Growth Provides Tailwind for Automation Companies

Nick Niziolek and Paul Ryndak

Firsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.

Read Article

Distortions in “Value”: Overpaying for Yield

Jeff Miller

Co-PM Jeff Miller explains how a global quest for yield is driving performance across the U.S. value stock market, and why the Calamos Value Team is not getting caught up in the chase.

Read Article

Emerging Markets Should Fire Their PR Firms

Nick Niziolek

Nick 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 Article

Are We There Yet?

Jeff Miller

Co-Portfolio Manager Jeff Miller shares his perspective on the market selloff and explains how similar selloffs have played out.

Read Article

Casting Light on China's Shadow Banking System

Nick Niziolek

Co-Portfolio Manager Nick Niziolek, CFA, provides an overview of China's complex system of wealth management and trust products, and explains why shadow banking has recently unsettled the global markets. He also discusses what the Calamos team is watching most closely in China.

Read Article

The EM Sell-Off Creates Opportunities for the Active Manager

John P. Calamos Sr.

John P. Calamos, Sr. discusses why he views the current EM volatility as a buying opportunity, where the investment team sees compelling prospects, and the enduring secular growth trends in the emerging markets.

Read Article

Let the Taper Begin

John P. Calamos Sr.

John P. Calamos, Sr. explains why he's optimistic about the longer-term impact of the taper on the markets and economy. He also shares his constructive view of growth and growth cyclical opportunities against the backdrop of global synchronization.

Read Article