Investment Team Voices

India’s Stealth Bull Market

Paul Ryndak, CFA, and Kyle Ruge, CFA
September 30, 2021

The Calamos Global Equity Team explains why they believe India is one of the most compelling long-term growth stories in emerging markets and where they are finding investment opportunities.

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Volatility Creates Opportunity in China’s Equity Market

Nick Niziolek, CFA
September 10, 2021

Co-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.

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Emerging Market Technology: A Port in the Storm

Alex Wolf, CFA
September 24, 2020

Heightened U.S-China tensions continue to reshape global supply chains, creating tailwinds for many international technology companies. Additionally, market conditions illustrate the benefits of building technology exposure that extends beyond the large-cap U.S. companies that often dominate U.S. investors’ attention and the headlines.

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Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.
September 29, 2014

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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¡Viva La Reforma! Part II

Nick Niziolek
September 3, 2014

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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