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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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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