Investment Team Voices

Global Investment Themes Spotlight, 3Q 2023

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
October 5, 2023

In this adaptation from our recent commentary, “3Q 2023 Global Investment Theme Spotlight,” we highlight important investment ideas based on India’s pro-growth policies, promising obesity treatments, China’s electric vehicle industry, and energy trends.

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The Case for Emerging Markets Is Strong

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 3, 2023

The Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.

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