Investment Team Voices

Volatility Creates Opportunity in China’s Equity Market

Nick Niziolek, CFA
September 10, 2021

Co-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.

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Calamos Investment Team Outlooks, July 2021

John P. Calamos, Sr., Brandon M. Nelson, Joe Wysocki, Jon Vacko, Eli Pars, Michael Grant, Matt Freund, Christian Brobst, Charles E. Carmody, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, John Hillenbrand, Brad Jackson, Michael Kassab, Bill Rubin
July 19, 2021

Economic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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What Factor Analysis Tells Us About Where Global Markets Are Headed

Kyle Ruge, CFA
July 12, 2021

Style factors—such as growth, value, momentum and beta—are important in explaining the return and risk of a security. The Calamos Global Team discusses how style factors can provide a context for understanding past and prevailing market environments, including the conditions we’ve seen since 2020’s lows.

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