Nick Niziolek discusses how the visible hand of China’s Communist Party has disrupted the once-lucrative market for after-school-tutoring, and why Beijing’s move could have an important impact on Chinese consumer activity—and investment opportunity.
Read PostWhen it comes to investing in China, it’s essential to pay close attention to government policies and how these policies tie to broader strategic objectives, explains Nick Niziolek in the first installment of a new series from the Calamos Global Equity team.
Read PostNick 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 PostGlobal diversification may have fallen out of fashion in recent years, but we believe “home-country” bias will be increasingly disadvantageous for U.S. investors. We see signs that a far-reaching shift is underway in the global economy and markets, which sets investors up well for strategic global diversification.
Read PostIn recent years, environmental, social and governance (ESG) factors have become increasingly important to many governments and companies, as well as investors. In this post, the Calamos global team explains how they incorporate ESG into their multi-faceted approach.
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