Nick Niziolek discusses positive trends in global economic data and the relationship between vaccination progress and dollar strength. Against this backdrop, Calamos Global Equity Team sees attractive upside for international markets.
Read PostThe first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostSenior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostMembers of our investment team share their perspectives on what they are seeing in the markets, with an introduction from Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.
Read PostWhen thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
Read PostThe Calamos Global Team believes we are entering a new regime where the dollar will weaken against other global currencies, with significant implications for global risk assets. Historically, the U.S. dollar’s strength or weakness has tended to be one of the most significant drivers in the relative performance of U.S. markets versus ex-U.S. developed markets and emerging markets, explain Nick Niziolek and Dennis Cogan.
Read PostAs U.S.-China relations hit another rough patch, Co-CIO Nick Niziolek explains why the case for allocating to emerging markets remains intact. He discusses the opportunities our global team is identifying during a period of accelerated disruption.
Read PostNon-U.S. companies, including those domiciled in China and other emerging markets, can offer significant investment potential—but a selective approach is paramount. The Calamos global team discusses their research approach, which extends beyond companies and industries to understanding regulatory and political conditions around the world.
Read PostWe believe the case for allocations to emerging markets is very compelling, but current conditions heighten the need for risk-aware approaches. The freedom to invest opportunistically in convertible securities, a core capability of Calamos Investments, is a key differentiator of CNWIX’s dynamic approach—and one which has contributed favorably in 2020.
Read PostThrough the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.
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