Investment Ideas

March 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).

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Having Turned the Page on a 54% 2020, CNWIX’s Niziolek Sees a Continued Bright Future for Emerging Markets

January 13, 2021

A pro-growth, reflationary environment could lead to overseas markets' outperformance in 2021, says Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager Nick Niziolek.

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Calamos on the Markets: Announcing Our January CIO Conference Call Series

January 5, 2021

Investment professionals, join us for a January 2021 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.

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Volatility Is Our Specialty, 2020 Confirms

Brandon Nelson, CFA, Eli Pars, Jason Hill, John Hillenbrand, Michael Grant

December 14, 2020

We revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.

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Ready to Focus on Emerging Markets? Why CNWIX Merits a Close Look

November 9, 2020

Calamos Evolving World Growth Fund (CNWIX) had a better September and October, a better snapback, a better year to date, and a better last two years. Read about our International and Global Strategies team’s enthusiasm for emerging markets going forward.

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Emerging Markets Embrace Convertibles to Access Growth Capital, With Issuance Almost Doubling Since 2016

Todd Speed

November 3, 2020

EM companies can take advantage of the ability to access lower cost capital by embedding a conversion option into their debt. With convertibles, EM issuers should also be able to take advantage of their relatively high volatility as well as increasing stock valuations over time.

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Positioned for the Global Synchronized Recovery

October 13, 2020

Despite the uncertainty of the U.S. election and Covid-19, the Calamos global equity team believes there is considerable upside investment potential for active managers. In “Sustained Tailwinds for Global Risk Assets,” they share their outlook on the global markets and the implications for portfolio positioning.

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Having Navigated the Global Funds to the Top Decile During the Pandemic, Niziolek Anticipates What’s Next: Global Recovery

September 28, 2020

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.

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Saw-toothed Markets, Elevated Volatility and Leadership Rotation—Our View of the Opportunities Ahead

September 14, 2020

The Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.

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Anticipating a Choppy 4th Quarter: Calamos CIO Conference Call Series Resumes

September 11, 2020

"What 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 U.S. and international equities, liquid alternatives, and fixed income."

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