The Calamos Blog

Japanese Equities Look Better and Better

Nick Niziolek

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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Technicals Bearish, But Fundamentals Haven’t Changed

Gary Black

Global Co-CIO Gary Black shares his views on what has been driving recent market volatility and the factors that could help the market regain its footing.

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¡Viva La Reforma! Part II

Nick Niziolek

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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Too Much of a Good Thing Is Not Such a Good Thing for Markets

Gary Black

Global Co-CIO Gary Black shares his perspective on the timing of interest rate increases and why he believes equities can move higher.

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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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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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EMs: Still More Good News than Bad

John P. Calamos, Sr.

The good news is that we are in a global market that provides opportunities around the world. The bad news is that we are in a global market, so whatever happens anywhere affects us all.

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