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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¡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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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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