Investment Team Voices

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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