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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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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Japan at an Inflection Point

Nick Niziolek
March 17, 2015

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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A Long-Term View for China

Nick Niziolek
November 25, 2014

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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