In fact, COVID-19 has been a catalyst, unlocking the value of overseas markets, says Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostThe Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostCalamos Co-CIO Nick Niziolek comments on the catalysts for EM outperformance including the Fed’s stimulus programs, valuation differences between EM and non-EM markets, regional variations in recovery from COVID-19, and the level of cash on the sidelines.
Read PostWhat do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including convertibles, liquid alternatives, U.S. and international /emerging markets equities, and fixed income.
Read PostNon-U.S. risk assets may have an advantage in the recovery. Nick Niziolek, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager, makes the case.
Read PostWith its risk-managed portfolio of equities, convertibles and options strategies, Calamos Evolving World Growth Fund (CNWIX) outperformed the emerging markets as a whole from the fall of 2018 through the first quarter of 2020—a period marked by a high degree of uncertainty and concern.
Read PostThe Calamos CIO Conference Call series continues featuring members of the Calamos Investment Team with fresh market perspectives.
Read PostSee how Calamos funds outperformed during the February 20 to March 23 drawdown and across the full first quarter ended March 31.
Read PostNick Niziolek, CFA, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager, believes the global economy and markets could be in recovery mode by the second half of the year, with China and other overseas markets making strong contributions.
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