Investment Team Voices

CAPIX: A Pure Play, Institutional Private Credit Portfolio

September 27, 2023

Find out how Tim Nest, CFA, Co-Portfolio Manager of Calamos Aksia Alternative Credit and Income Fund (CAPIX), views the private credit market and how the team is seeking to capitalize on the yield and return potential of this global asset class.

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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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Inflation Casts a Longer Shadow

Christian Brobst, Vice President, Co-Portfolio Manager
September 24, 2021

As economic reopening has progressed and temporary supply disruptions have become more pervasive, the Calamos Fixed Income Team is adjusting its stance on inflation to incorporate above-trend, above-target inflation that will persist over the next two years, and potentially longer.

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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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Calamos CEFs: Unusual Dynamics Signal Rare Opportunities for Income-oriented Investors

By Robert F. Bush, Jr., SVP, Director of Closed-End Products
September 17, 2020

As investors face the challenge of a low interest rate environment, Calamos closed-end funds have distribution histories and current distribution levels that make them a compelling choice for income-oriented investors. Additionally, current market prices offer an attractive opportunity for long-term investors.

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India: Head-fake, or an Inflection Point

Global Team Perspectives by Nick Niziolek, CFA
September 20, 2019

India surprised the markets Friday with a broad corporate tax cut. Were last night’s announcements finally the catalyst India needs to unlock a capex and foreign direct investment cycle?

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Short-Term High Yield: The Road Less Traveled

Fixed Income Perspectives by Christian Brobst
September 27, 2018

The short-duration high yield market may be an overlooked corner of the market, but the Calamos Fixed Income team sees it as an excellent hunting ground for alpha opportunities.

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