Mexico vs Brazil: A Tale of EM Have and Have-Nots

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

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Green Shoots in China?

Nick Niziolek

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

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Why Rising Interest Rates Aren’t Necessarily a Harbinger of Trouble for EMs

Nick Niziolek and Todd Speed

Fiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.

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Why the Yuan Devaluation Does Not Erode China’s Long-Term Investment Potential

Nick Niziolek

Senior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.

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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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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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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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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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