Field Notes: Japan
Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
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 PostAmid 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.”
Read PostCo-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.
Read PostJohn P. Calamos, Sr. discusses the risks of trying to time volatile markets.
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