India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.
Read PostA 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.
Read PostCo-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
Read PostCredit 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.”
Read PostIn his latest blog post, John P. Calamos, Sr. discusses convertibles as an alternative to traditional fixed income investments.
Read PostJapanese 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 PostNick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.
Read Post
