Perspectives on China’s Market Meltdown: Long-Term Opportunity Remains

Nick Niziolek

Nick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.

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Investing in China’s Expanding Universe of Opportunity While Maintaining a Risk-Managed Approach

Nick Niziolek

Senior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.

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Japan at an Inflection Point

Nick Niziolek

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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A Long-Term View for China

Nick Niziolek

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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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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Why We Believe the Market Will Go to New Highs

Gary Black

Global Co-CIO Gary Black explains why the Calamos investment team is bullish, particularly on growth stocks, based on the economic backdrop, M&A activity, share buyback activity and equity valuations.

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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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U.S. Equities: Cheap Relative to Bonds and Inflation

Gary Black

Global Co-CIO Gary Black speaks to the attractive valuations in the U.S. equity market.

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Markets Will Likely Weather Jobs Report

Gary Black

Gary Black explains why he believes the market will overlook weak December job data and discusses the opportunities the Calamos investment team is finding in the equity market.

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