Japanese Equities Look Better and Better

Nick Niziolek
November 4, 2014

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

Read Post

Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.
September 29, 2014

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

Read Post

Why Growth Stocks Now?

John P. Calamos Sr.
September 9, 2014

John P. Calamos, Sr., global co-CIO, explains why he believes growth stocks are especially attractive.

Read Post

¡Viva La Reforma! Part II

Nick Niziolek
September 3, 2014

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

Read Post

Why Higher Quality May Mean Higher Risk

Eli Pars, CFA
August 12, 2014

Co-Portfolio Manager Eli Pars, CFA, discusses issuance trends in the convertible marketplace. He also speaks to the potential advantages of investing in convertibles with a range of credit qualities.

Read Post

Emerging Markets: PR is on the Upswing

Nick Niziolek
May 28, 2014

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

Read Post

Field Notes: India

Nick Niziolek
May 6, 2014

Co-Portfolio Manager Nick Niziolek shares insights from his recent trip to India and discusses how global on-the-ground research enhances our top-down views and bottom-up perspectives.

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