Co-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.
Read PostChina’s crypto crackdown and race to launch the digital yuan is likely to create big opportunities for some companies and significant headwinds for others, with impacts felt across industries beyond fintech.
Read PostAs the 5G build-out advances globally, the Calamos Global Equity Team is identifying investment opportunities much broader than just the companies that are directly building networks and infrastructure.
Read PostOver recent months, Chinese regulators have targeted practically every successful platform internet company in China. Although the headlines may be disconcerting and many risks are real, we believe the case for many major internet platform players remains strong.
Read PostEconomic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Read PostStyle factors—such as growth, value, momentum and beta—are important in explaining the return and risk of a security. The Calamos Global Team discusses how style factors can provide a context for understanding past and prevailing market environments, including the conditions we’ve seen since 2020’s lows.
Read PostIn April, the Calamos Global Equity Team explained why a repeat of the 2013 “Taper Tantrum” experience is unlikely. It seems we’re in good company, with a recently published Fed research note echoing our sentiments.
Read PostNick Niziolek discusses how the visible hand of China’s Communist Party has disrupted the once-lucrative market for after-school-tutoring, and why Beijing’s move could have an important impact on Chinese consumer activity—and investment opportunity.
Read PostWhen it comes to investing in China, it’s essential to pay close attention to government policies and how these policies tie to broader strategic objectives, explains Nick Niziolek in the first installment of a new series from the Calamos Global Equity team.
Read PostNick Niziolek discusses positive trends in global economic data and the relationship between vaccination progress and dollar strength. Against this backdrop, Calamos Global Equity Team sees attractive upside for international markets.
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