Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.
Read PostMichael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.
Read PostCo-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
Read PostCredit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”
Read PostAmid market turmoil, contingent convertible bonds (CoCos) have become the subject of negative press. Co-CIO Eli Pars discusses our standing concerns with what he considers “the anti-convertible bond.”
Read PostCo-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.
Read PostJohn P. Calamos, Sr. discusses the risks of trying to time volatile markets.
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.
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