Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
Read PostCo-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.
Read PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostCo-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
Read PostSenior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.
Read PostIn his latest blog post, John P. Calamos, Sr. discusses the importance of the private sector for Greece’s revitalization.
Read PostNick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.
Read PostSenior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.
Read PostJapanese 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
