The Calamos Blog

“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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The Case for Global Equities Today

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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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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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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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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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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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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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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