As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostCo-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.
Read PostAs growing political uncertainties and employment data add to market volatility, John P. Calamos, Sr. discusses some of the more compelling areas of the U.S. market.
Read PostJohn P. Calamos, Sr. speaks to the opportunities the Calamos investment team sees in the U.S. equity and convertible markets.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
Read PostSenior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.
Read PostIn his latest blog post, John P. Calamos, Sr. discusses the importance of the private sector for Greece’s revitalization.
Read PostNick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.
Read PostSenior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.
Read PostIn his latest blog post, John P. Calamos, Sr. discusses convertibles as an alternative to traditional fixed income investments.
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