Field Notes: Latin America

Nick Niziolek

Nick Niziolek, co-portfolio manager, shares insights that the Calamos team gathered from its recent travels to Latin America, including where they see the most compelling opportunities today.

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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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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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