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Investment Team Voices

Global Investment Themes Spotlight, 3Q 2023

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge

October 5, 2023

In this adaptation from our recent commentary, “3Q 2023 Global Investment Theme Spotlight,” we highlight important investment ideas based on India’s pro-growth policies, promising obesity treatments, China’s electric vehicle industry, and energy trends.

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Japan, Global AI and an Uneven Covid Reopening

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge

July 3, 2023

We remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.

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The Case for Emerging Markets Is Strong

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge

April 3, 2023

The Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.

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Investment Team Voices

Global Investment Themes Spotlight, 3Q 2023

Japan, Global AI and an Uneven Covid Reopening

The Case for Emerging Markets Is Strong

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