Investment Team Voices

Global Market Update: A Progress Report on the 3 Rs

Todd Speed, CFA
June 10, 2022

Global markets and investors came into 2022 with a large to-do list. Our global team provides a “progress report” on the 3 Rs: the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices.

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As the Global Recovery Takes Hold, the Dollar Resumes a Downtrend

Todd Speed, CFA
May 25, 2021

After a “U.S. Trifecta” (vaccine rollout, fiscal stimulus and accelerating economic data) pushed the dollar higher in 1Q, the trend is reversing—as the Calamos Global Team anticipated. In this post, we revisit the team’s outlook and discuss how a weak dollar regime provides tailwinds for international equities.

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Convertible Securities: A Key Lever in a Dynamic EM Approach

Nick Niziolek, CFA and Todd Speed, CFA
June 18, 2020

We believe the case for allocations to emerging markets is very compelling, but current conditions heighten the need for risk-aware approaches. The freedom to invest opportunistically in convertible securities, a core capability of Calamos Investments, is a key differentiator of CNWIX’s dynamic approach—and one which has contributed favorably in 2020.

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An Update on Three Dynamics in Emerging Markets

Global Team Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
August 15, 2019

Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.

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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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