We take a look at how the largest and widely held active emerging markets funds met the test of recent years—and we compare it to the performance of Calamos Evolving World Growth Fund (CNWIX).
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 PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostWe 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.
Read PostDespite 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.
Read PostIn 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 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.
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