The Case for Global Equities Today

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

Co-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 Post

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.

Read Post

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.

Read Post

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.

Read Post

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.

Read Post