Investment Team Voices

Field Notes: Japan

Global Equity Team Perspectives by Nick Niziolek, CFA
March 9, 2016

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

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The Convertible Trifecta

R. Scott Henderson
March 2, 2016

Credit 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.”

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CoCos Are a No-Go for Calamos

Convertible Perspectives by Eli Pars, CFA
February 11, 2016

Amid 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.”

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA
November 2, 2015

As 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.

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Green Shoots in China?

Nick Niziolek
October 5, 2015

Co-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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