Investment Team Voices

Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA
September 15, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA
September 6, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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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.

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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.

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¡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.

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