The Calamos Blog

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

Perspectives on the Philippines

Nick Niziolek

Nick Niziolek discusses how encouraging trends in the Philippines may stimulate economic growth and create investment opportunity.

Read Article

Perspectives on India

Nick Niziolek

Nick Niziolek on the opportunities the investment team continues to find, even as India faces economic headwinds.

Read Article

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.

Read Article