Calamos Co-CIO and Head of Global Strategies Nick Niziolek notes Russia’s minimal direct impact on the global economy beyond energy and commodities, and is skeptical that this crisis will lead to a direct China/Taiwan conflict.
Read PostReplays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostThe 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 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 PostHave it your way: Calamos’ six actively managed open-end funds use convertibles to support a variety of asset allocation goals.
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 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.
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