Investment Ideas

Pounding the Table on Emerging Market Opportunities

Todd Speed
January 11, 2023

The Calamos Global Team’s bull case for emerging markets is supported by their analysis of a weaker US dollar, evolving monetary policy, China’s economic reopening, moderating inflation pressures and an expected acceleration in emerging markets’ economic growth relative to developed markets.

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Is Now the Time to Upgrade Your EM Manager?

Todd Speed
October 31, 2022

We take a look at how the largest and widely held active emerging markets funds met the test of recent years—and we compare it to the performance of Calamos Evolving World Growth Fund (CNWIX).

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Are Your Clients Positioned to Participate As the Rest of the World Recovers?

Todd Speed
May 25, 2021

Notwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.

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