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.

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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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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.

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Indonesia: First In Line to Break Away from the Fragile Five?

Nick Niziolek

Co-Portfolio Manager Nick Niziolek, CFA, discusses encouraging economic data in Indonesia and potential near-term catalysts for the country.

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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.

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Field Notes: Latin America

Nick Niziolek

Nick 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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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.

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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.

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