The receding pandemic should continue to provide a tailwind for the reopening exposure, local consumption opportunities, and select reflationary beneficiaries, according to the Calamos Global Equity team in its latest update, "Navigating Shifting Crosscurrents."
Read PostDownload this whitepaper to learn how Calamos Global Opportunities Fund (CGCIX) targets companies with higher-growth and higher-quality attributes.
Read PostWatch to learn the two signs that would indicate to the Global Equity team that conditions may be getting out of control, and could be more concerning.
Read PostThe combination of fiscal support as well as pent-up demand, combined with improved contribution from China, should drive emerging markets results over the next few quarters, says Nick Niziolek, CFA, Co-CIO, Head of Global Strategies, Senior Co-Portfolio Manager of Calamos Evolving World Growth Fund (CNWIX).
Read PostHeading into the second half of 2021, the Calamos Global Equity Team maintains a positive bias and a balance of cyclical and secular exposure as they navigate these volatile global markets.
Read PostNotwithstanding 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.
Read PostPodcast co-hosts Michael Batnick and Ben Carlson talk to Calamos Co-CIO and Head of International and Global Strategies Nick Niziolek about his team’s work in capitalizing on the innovation and disruption underway in emerging markets.
Read PostNick Niziolek, Calamos Co-CIO and Head of International and Global Strategies, comments on two prevalent themes of all the questions asked at our March 10 webcast on emerging markets.
Read PostThe data show that emerging markets outperformance cycles have lasted for years. Similarly, weak dollar cycles have been prolonged, also to emerging markets’ advantage.
Read PostInvestment professionals, join us to hear how our panel , headlined by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. , sizes up today's emerging markets opportunity. We'll discuss secular growth themes (monetary and fiscal stimulus, China’s global leadership, growth and inflation expectations, the weaker dollar, and strengthening liquidity), and the Calamos’ take on several thematic tailwinds (airlines, EM technology, copper, ESG, and the global payments ecosystem).
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