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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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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Less Fed Intervention Would Be Good for the Economy

John P. Calamos Sr.

With 15 consecutive quarters of economic growth, a strengthening housing market and other improving data, investors are now increasingly focused on what happens when the QE (quantitative easing) party begins to wind down. I think markets are—as they often do—looking at things from a "glass half empty" perspective.

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