We remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.
Read PostEconomic 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.
Read PostNick Niziolek discusses how the visible hand of China’s Communist Party has disrupted the once-lucrative market for after-school-tutoring, and why Beijing’s move could have an important impact on Chinese consumer activity—and investment opportunity.
Read PostWhen it comes to investing in China, it’s essential to pay close attention to government policies and how these policies tie to broader strategic objectives, explains Nick Niziolek in the first installment of a new series from the Calamos Global Equity team.
Read PostGlobal diversification may have fallen out of fashion in recent years, but we believe “home-country” bias will be increasingly disadvantageous for U.S. investors. We see signs that a far-reaching shift is underway in the global economy and markets, which sets investors up well for strategic global diversification.
Read PostNon-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.
Read PostIn recent years, environmental, social and governance (ESG) factors have become increasingly important to many governments and companies, as well as investors. In this post, the Calamos global team explains how they incorporate ESG into their multi-faceted approach.
Read PostNick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.
Read PostCo-Portfolio Manager Nick Niziolek speaks to the compelling dynamics the Calamos investment team sees in Philippines financials sector.
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