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Investment Team Voices

The Sweet Spot of Disinflationary Growth

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 4, 2024

Our team’s investment framework incorporates top-down elements to help guide our bottom-up research. Through a thematic lens, we pay close attention to macroeconomic conditions to understand the global environment and identify potential inflection points. For example, our approach to AI focuses on the entire ecosystem, including industrials and technology companies.

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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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Calamos Investment Team Outlooks, April 2021

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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Green Shoots in China

Global Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
April 30, 2019

Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.

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