February CIO Call Series Replays Now Available
February 24, 2022
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read Post
Investment Ideas
The Opportunities and Risks as the World Continues to Re-open: Our 4Q Global Outlook
October 18, 2021
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 PostEvergrande Is Not China’s ‘Lehman Moment’: Niziolek in Video Quick Take
September 21, 2021
Watch 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 Post6 Ways to Use Convertibles to Potentially Manage U.S., Non-U.S. Equity Risk
September 9, 2021
Have it your way: Calamos’ six actively managed open-end funds use convertibles to support a variety of asset allocation goals.
Read PostWhy CNWIX’s Niziolek Believes China Can Bounce Back From ‘Self-inflicted’ Headwinds—and EM Is Poised to Outperform Developed Markets
August 16, 2021
The 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 PostWhen, Not If: A Synchronized Global Recovery Is Still on the Horizon, Says Our Global Equity Team
July 14, 2021
Heading 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 PostNiziolek Talks Emerging Markets and the CNWIX Book on Animal Spirits Podcast
Nick Niziolek
March 22, 2021
Podcast 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 PostMore on the Dollar, Rising Rates and What Both Mean for Emerging Markets
Nick Niziolek
March 15, 2021
Nick 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 PostHow Long Could Emerging Markets Lead? See These 2 Charts
February 24, 2021
The data show that emerging markets outperformance cycles have lasted for years. Similarly, weak dollar cycles have been prolonged, also to emerging markets’ advantage.
Read PostMarch 10 Webcast to Make the Case of Increasing Clients’ Exposure to Emerging Markets
February 24, 2021
Investment 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).
Read Post