Investment Team Voices

Investing through Coronavirus Uncertainty: 3 Global Themes Creating Investment Opportunity

Calamos Global Equity Team
March 30, 2020

In challenging environments, top-down secular themes provide “a wind in the sails” that can help companies stay above the economy. In this post, the Calamos Global Equity Team revisits three themes that they’ve been bullish on for quite some time: Bioprocessing, artificial intelligence, and global payments. While growth prospects for these themes were strong coming into this crisis, the team expects opportunity to increase in these uncertain times.

Read Post

Global Team Positioning: Consolidating Around Favorite Names, Core Secular Themes

Global Team Perspectives by Nick Niziolek, CFA
March 23, 2020

Nick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.

Read Post

Why We Are Optimistic: “Notes from the Frontlines”

Global Team Perspectives by Nick Niziolek, CFA
March 13, 2020

Why our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.

Read Post

India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak
March 27, 2017

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

Read Post

Field Notes: Japan

Global Equity Team Perspectives by Nick Niziolek, CFA
March 9, 2016

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

Read Post

Japan at an Inflection Point

Nick Niziolek
March 17, 2015

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

Read Post

Emerging Markets Should Fire Their PR Firms

Nick Niziolek
March 10, 2014

Nick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.

Read Post