Rise of the Robots: An Investment Opportunity Centered on Japan
Japan’s expertise in robotics highlights the benefits of a global approach to growth.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
Read PostInfrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.
Read PostConvertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.
Read PostMichael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Read PostCo-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 PostSenior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.
Read PostCo-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 PostCo-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.
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