Calamos Investment Team Outlooks, April 2021

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

The first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Setting Out the Bullish Case for China

Kyle Ruge, CFA
February 18, 2021

China’s growth story provides abundant potential for the Calamos global and international portfolios. Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.

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2021 Outlooks from the Calamos Investment Team

John P. Calamos, Sr., Matt Freund, Brad Jackson, Michael Kassab, Bill Rubin, Michael Grant, Jon Vacko, Joe Wysocki, Eli Pars, Brandon M. Nelson, Charles E. Carmody, Christian Brobst, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
January 26, 2021

Senior members of our investment organization discuss their outlooks, the opportunities and risks they see, and 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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Understanding EM Opportunity Requires Looking Past the Headlines

Nick Niziolek, CFA and Kyle Ruge, CFA
July 17, 2020

Non-U.S. companies, including those domiciled in China and other emerging markets, can offer significant investment potential—but a selective approach is paramount. The Calamos global team discusses their research approach, which extends beyond companies and industries to understanding regulatory and political conditions around the world.

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