Investment Team Voices

Calamos Investment Team Outlooks, July 2021

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

Economic 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.

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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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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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China’s Consumer Recovery: Lessons from the Tortoise and the Hare?

Paul Ryndak, CFA
December 11, 2020

China’s consumer recovery provides many opportunities for the Calamos global and international portfolios, explains Paul Ryndak, CFA. He explores China’s U-shaped spending recovery, and the demographic and behavioral shifts that can serve as tailwinds for the further adoption of online commerce.

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ESG: A Signpost for Identifying Opportunities and Risks

Nick Niziolek, CFA and Paul Ryndak, CFA
July 8, 2020

In 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.

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Growth Potential Calling: A Look at India’s Telecom Industry

Nick Niziolek, CFA; Paul Ryndak, CFA; and Michael Burke, CFA
June 29, 2020

Companies that are beneficiaries of secular themes may be more resilient during periods of economic turmoil. But selecting the best investments also requires understanding country-specific and company-specific factors. In this post, we take a look at the unique combination of growth drivers creating tailwinds for India’s telecomm providers.

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India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak
March 27, 2017

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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